Are You Sabotaging Your Own Retirement With These Mistakes?
There are so many aspects of our financial life that we can’t control so why would we fail to take care of the things we can? Today we’re going to ... Read more
Catching Up As A Late Bloomer In Retirement
What can you do if you feel a bit behind the curve when it comes to retirement planning? Is there still time for your retirement funds to blossom into the ... Read more
Critical Estate Planning Mistakes You Need to Avoid
When it comes to leaving behind a financial legacy, not everyone makes it a priority. Those that do, however, need to put an estate plan in place that ensures their ... Read more
Turkey Day Special with Listener Questions
We’re gearing up for one of the great holidays of the year by whetting your appetite with some Thanksgiving fun facts and trivia. In between those holiday nuggets we’ll take ... Read more
What Mistakes Do Bad Investors Make?
Whether you’ve been investing for decades or just starting out, there are things you shouldn’t do if you want to be successful. Let’s take a look at the mistakes you’ll ... Read more
Welcome to Retirement! (Now Don’t Screw It Up)
It takes a lot of hard work and dedication to finally be able to step away from working and retire. But the journey isn’t over. You’re just transitioning to the ... Read more
The Final Decade Before Retirement
In the final 10 years before you retire, what do you need to do in order to make sure you’re ready? Do you know the answers to all of these ... Read more
Trying To Find The Exception To The Rule When Investing
In anything, there’s always an exception to the rule. With your financial plan, when do you chase that exception and when do you stick with what’s average? Which will be ... Read more
Retirement Planning and Halloween
For our final Halloween-themed podcast of 2019 will look at the parallels between the holiday and financial planning. Things like costumes, being scared, and superstitions can all be tied into ... Read more
Scary Facts About Retirement
In the spirit of Halloween, we take a look at some of the scariest facts about retirement. From savings to the price of healthcare in retirement, these numbers will open ... Read more
Halloween Spending and Retirement
Halloween is rapidly approaching and it’s a holiday that generates a lot of spending in our country. We’ll take a look at the numbers behind the holiday and how it ... Read more
4 Types of Spenders
Do you spend like there’s no tomorrow? Or do you hoard more money than you could possibly need? Or are you somewhere in the middle? Find out which type of ... Read more
Planning The Ultimate Road Trip: Your Retirement
Believe it or not, planning for retirement is a bit like going on a road trip. Are you ready to rock out to some tunes and hit the road? Or ... Read more
Reading Between the Lines of Financial Fake News
The phrase ‘fake news’ has risen to prominence over the past few years but misinformation has been floating around long before that. With the rise of the internet and technology, ... Read more
Decision-Making Roadblocks in Financial Planning
No matter how hard we try to stay on top of our finances, we’re sure to come across roadblocks that interfere with our decision-making process. Does this sound familiar? Let’s ... Read more
Discussing the Laws of Investing, Part 3
Just why do you make the decisions that you do? You may think it has to do with facts and figures, but your behaviors and how you respond to risk ... Read more
Discussing the Laws Of Investing, Part 2
Do you truly know why you make the investment decisions you do? Many of them are based on mainstream beliefs but how much do you know about where they are ... Read more
Discussing the Laws Of Investing, Part 1
Stop to consider why you do what you do. Now, consider why you make the financial decisions you make. Are you following these laws of investing (knowingly or not)? This ... Read more
Understanding The SECURE Act, Part 3
We’re back to breaking down the SECURE Act once again on the podcast. Back in July, we covered a couple of the provisions under the proposed act like penalty-free distributions ... Read more
How to Handle Stock Market Declines
If you’re someone that keeps a close eye on the stock market, it’s going to be impossible to miss the dips. That’s especially true when the market drops close to ... Read more