Naughty or Nice: Financial Advisors
Confidence Corner Who’s ending up on the naughty list this year? Today, we talk through different scenarios financial advisors face to see who would go on the nice list and ... Read more
Financial Diseases That Plague Retirees
What kind of financial ailment might you be dealing with? Nathan talks through the different things we need to look out for and how to stay financially healthy.
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Is Conventional Wisdom Always Best?
When should you listen to conventional wisdom and when should you buck the system? Nathan talks through a few areas where conventional wisdom isn’t always what’s best for you and ... Read more
Things We Don’t Consider in Retirement Planning
What do you need to plan for in retirement? Instead of burying your head in the sand, Nathan talks us through what we need to pay attention to and how ... Read more
Playing the Financial Game Show
We talk about our favorite TV game shows and why we don’t want them to be a reflection of our financial decisions. Which of these were your favorites?
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Financial Wisdom from Walt Disney
What can we learn from the man with the mouse? We take quotes from Walt Disney and see how they fit in with your financial plan.
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Investing Like a Genius
Are you investing like a genius or are you making every mistake in the book? Let’s talk through five ways you can make wise decisions with your money.
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What Kind of Retirement Are You Living For?
Do you know what your goals and dreams are for retirement? Are you working with an advisor to make sure it’s possible?
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Baseball and Retirement Planning
What do baseball and retirement planning have in common? Just like a financial plan, baseball can be enjoyed by those who know the ins and outs of the game and ... Read more
Last Ten Working Years Before Retirement
As you draw near to retirement, what should you be doing in those last few years to prepare? We talk about the priorities you should have as you shift your ... Read more
Don’t Assume When It Comes to Retirement
When it comes to finances, a lot of times it is easy to make an assumption about something one way or another. But you know what they say about what ... Read more
Are You Following Outdated Financial Rules?
When it comes to retirement, the rules that applied for your grandparents or parents aren’t necessarily the same for you. To find out which rules are outdated, we discuss some ... Read more
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 another opportunity to get your ... Read more
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
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
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