retirement

How Age and Wisdom Impact Your Financial Planning

April 20, 2023April 19, 2023

One of the reasons that financial planning is not a one-size-fits-all answer is that everyone’s age, goals, and experiences are different. What you needed in your 20s might look very ... Read more

What’s Your Biggest Financial Fear?

February 16, 2023March 23, 2023

Everybody has fears, so we talk about some of the biggest financial fears people face. Sometimes acknowledging the fear is the best place to start. Alongside an advisor, you can ... Read more

Naughty or Nice: Financial Advisors

December 15, 2022March 23, 2023

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 who is ... Read more

Financial Diseases That Plague Retirees

August 18, 2022August 17, 2022

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.

Is Conventional Wisdom Always Best?

June 10, 2022June 10, 2022

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

May 19, 2022May 17, 2022

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

April 21, 2022April 4, 2022

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?

Financial Wisdom from Walt Disney

December 2, 2021December 1, 2021

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.

Investing Like a Genius

September 2, 2021August 30, 2021

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.

What Kind of Retirement Are You Living For?

August 5, 2021August 4, 2021

Do you know what your goals and dreams are for retirement? Are you working with an advisor to make sure it’s possible?

Baseball and Retirement Planning

April 22, 2021April 22, 2021

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

February 25, 2021February 24, 2021

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

September 3, 2020September 2, 2020

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?

June 4, 2020June 2, 2020

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

January 9, 2020January 7, 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?

December 19, 2019December 17, 2019

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?

November 21, 2019November 19, 2019

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)

November 14, 2019November 14, 2019

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

November 7, 2019November 6, 2019

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

October 25, 2019October 25, 2019

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