Financial Debates
We’ll share our opinions on some popular financial debates.
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Hidden Costs of Retirement Planning
We’ll examine the hidden expenses you might incur during the planning process, as well as separating myths from truth.
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Fuzzy Math 101
Fuzzy math can lead to unrealistic expectations in your retirement plan. We’ll explain some common fuzzy math. We will also discuss separating myths from truths.
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First Steps
Putting together a financial plan can be overwhelming. We’ll make it a little easier by helping you figure out the first steps. Finally, we’ll discuss some assumptions about retirement planning ... Read more
What We Wish You Knew
We’ll share with you some things we as financial experts wish you knew before your first appointment with an advisor.
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It’s Just Not That Complicated
Retirement planning doesn’t have to be complicated. We’ll talk about why some people make it harder than it should be. We’ll also talk about his and hers financial planning.
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Little White Lies
We explain how retirement planning is a little bit like going to the grocery store. We’ll also explore some of the lies we tell ourselves about our finances.
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Are You An Optimist Or A Pessimist?
We get a lot of questions about 401(k) accounts. Today, we’ll spend some time answering those questions. We’ll also determine whether you’re an optimist or pessimist when it comes to ... Read more
Retirement Ready
On this edition of the show, we’ll talk about being ready for retirement. We’ll also teach you everything you need to know about Required Minimum Distributions.
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Improve Your Approach To Retirement
There’s always room for improvement when it comes to your financial strategy. We’ll give you some tips for enhancing your approach to retirement and the questions you should be asking ... Read more
Being Ready To Retire
We’ll talk about what it means to be ready to retire as well as why some people aren’t. We’ll also explain the ins and outs of Required Minimum Distributions.
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