Understanding The SECURE Act: When Did You Turn 70.5?
Are you right on the edge of taking RMDs and wondering what the recent changes due to the SECURE Act mean for you? We’ll explore ...
Recent Episodes
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5 Biggest Storylines of 2020: Will They Matter Financially?
We’re already off to a busy start for 2020 and it doesn’t appear like the news will slow down anytime soon. Let’s look at the ... -
New Year Financial Checklist for 2020
You’ve made it through the holidays, laid out your new year resolutions, and now it’s time to check in on your retirement plan. January presents ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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. ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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? ... -
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 ... -
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 ... -
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. ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 Password Problem: Will Your Beneficiaries Be Able To Access Your Accounts After You Die?
Ever stop to think about what happens to all of your online accounts when you die? Does someone else have the password in order to ... -
What Does Financial Security Look Like For You?
We all want it, but what exactly is financial security? Everyone defines it differently and today will discuss some of those meanings. But first, in ... -
Crazy Financial Facts From The Past And What They Mean Today
Did you know…? Looking at some crazy and random financial facts can be fun, interesting, and at times, even a bit confusing. Maybe you know ... -
Does It Benefit You to Have Multiple Financial Advisors
We’ve been trained to believe that more is better but is that always true in the financial world? Having more than one advisor might seem ... -
Understanding The SECURE Act, Part 2
The SECURE Act will bring several changes that may impact your retirement planning, and Nathan will go over four more of those provisions. This concludes ... -
Understanding The SECURE Act, Part 1
Recently passed through the House, the SECURE Act has a lot of new retirement implications. You’ll want to hear the next two episodes of the ... -
Presidential Financial Planning
Presidents are known for leaving us with memorable quotes that live on for decades after they’ve left office. On today’s show, we’ll take a look ...