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Are You Following Outdated Financial Rules?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 To find out which rules are outdated, we discuss some ...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
Vacation Planning And Retirement
As we get closer to summer, many people start planning their vacations. But what if we planned for retirement as well as we planned for vacation? Today, we’ll talk through ... Read more
Five Things That Could Ruin Your Retirement Savings
Maybe you’ve planned well for retirement with the exception of this “one thing” that could derail your plans. Ensure nothing throws off your retirement by preparing for these five things ... Read more
Retirement: It Ain’t What It Used To Be
In some ways, retirement planning was easier for past generations. Let’s take a look at how planning has changed through the years. Later, Nathan will take a multiple choice quiz. ... Read more
Common Complaints About Finances
We often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things?
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Common Money Mistakes
There are so many moving parts to a successful retirement. It’s easy to overlook something as you consider things like taxes, 401(k)s, IRAs, social security, legacy planning, and much more. ... Read more
Client Personalities
There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of these classifications. Hear how we can ... Read more
Moving The Goalposts
We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. Let’s talk about some of the ways that people are likely to change ... Read more
Retirement: It Ain’t What It Used To Be
In some ways, retirement planning was easier for past generations. Let’s take a look at how planning has changed through the years. Later, Nathan will take a multiple choice quiz. ... Read more