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Episode Show Notes

Ep 37: How Women Can Make Sure They’re Involved In Financial Decisions

March 4, 2021

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.

Ep 36: Prospering In Retirement With Susan & Larry Johnson

February 18, 2021

We sit down with Susan and Larry Johnson on today’s show. They have been married for almost 40 years and are making the most out of their retirement. The couple has traveled extensively, so Lee asks them some questions about their traveling experiences as well as how they’ve felt about retirement so far.

Ep 35: Where My Financial Knowledge Comes From

February 4, 2021

Have you ever stopped to think about your journey of learning all that you have about money and finances?

Ep 34: Things Nobody Says

January 21, 2021

You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.

Ep 33: What’s Your Retirement Lifestyle?

January 7, 2021

Have you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? Not all retirement planning is about the finances. Let’s look at some of the lifestyles that are popular among retirees and discuss some of the financial things to consider if you’re going to try to live out one of these particular living situations.

Ep 32: A Review Of The Top Places To Retire In 2020

December 17, 2020

Is the place where you’d like to retire on the Top 15 list? On this episode, we’ll review the US News & World Report’s top 15 retirement locations and share stories of past clients who made the decision to move somewhere else for retirement and what went into those decisions from an emotional and financial standpoint.

Ep 31: How To Pick The Right Advisor

December 3, 2020

A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.

Ep 30: Addressing Specific Retirement Concerns Of Baby Boomers

November 19, 2020

We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.

Ep 29: Following The Financial Commandments

November 5, 2020

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.

Ep 28: Eye Opening Stats On How Americans Save

October 15, 2020

Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.

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