Defense Mechanisms
Determine whether you’re defensive when talking about retirement. Learn why mutual funds are out of style and whether debt is good in retirement
... Read more
Awkward Conversations
We’ll tell you about the awkward conversations you might have with your advisor. We’ll also keep you from sabotaging your financial health and correct your estate planning mistakes.
... Read more
The Financial Puzzle
Retirement planning is like a crossword puzzle. Find out how one wrong “answer” will affect the rest of your retirement plan. Later on, life happens. Learn how different events should ... Read more
Staying On Course
Getting lost is never fun. This week, make sure you don’t get lost in your financial planning. We’ll also confidently proclaim financial truth and discover the different stages of retirement.
... Read more
The Desire To Retire
Explore your inner desire to retire, set firm financial goals, and discover how to complete a Roth conversion along the way.
... Read more
Retirement Variables And Constants
Learn the variables and constants that will affect your retirement. Make sure you’re living your retirement without regrets.
... Read more
The Retirement Farm
We’ll teach you the lies you learn in broker school, take a trip to the retirement farm, and examine how emotions affect the decision-making process.
... Read more
All About The Benjamins
Everyone likes a healthy bank account. Learn the value of keeping a little cash on hand. Start preparing your end of the year checklist.
... Read more
Flying Through Retirement
Discover the connection between flying and your retirement plan. Learn why your last decade at work is so important.
... Read more
Financial Mythbusters
Your advisor might be a great guy, but that doesn’t mean he’s the best fit for you. Learn why the nice-guy argument doesn’t hold up, de-bunk some financial myths, and ... Read more
Planning For The Fourth Quarter
It’s easy to procrastinate, but we’ll show you the importance of urgency in retirement planning. We’ll also play the blame game and do a little fourth quarter planning.
... Read more
Financial Security
Find out what “financial security” could mean to you. Learn why your 401(k) isn’t perfect. Finally, hear the stories of clients who have experienced disaster in their portfolio.
... Read more
Retirement: It’s Harder Than It Looks
Learn why planning for retirement is harder than it often looks. Finally, grab a pencil. Don’t miss our wit and wisdom as we share some financial proverbs.
... Read more
Conventional Wisdom And Your Portfolio
Let’s talk conventional wisdom. We’ll also do a little financial fishing.
... Read more
Facing Financial Reality
It’s time to face reality. Learn the reality of planning for retirement today. Finally, discover what safe money means to you.
... Read more
Organizing Your Financial Junk Drawer
Learn how to organize and utilize your financial junk drawer. Examine the pain points in your portfolio.
... Read more
Dangerous Mindsets
Learn the different ways people inform themselves when making financial decisions. You’ll also find out what some dangerous mindsets look like in retirement planning.
... Read more
50 Shades Of Gray Area
This week, we’re headed to the movies. Don’t miss out as we take you through financial classics including 50 Shades of Gray Area and It’s a Wonderful Life Expectancy.
... Read more
The Big Distractions
We’ll talk about the “shiny objects” of the financial world that distract us. Finally, we’ll tell you how to spot the wrong advisor.
... Read more
A Client’s Life For Me
We’ll talk about what it’s like to be a financial client. We’ll also discuss how to ask the right questions.
... Read more