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Episode Show Notes

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.

Ep 27: This One’s On The House

October 1, 2020

We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.

Ep 26: 5 Easy Ways to Ruin Your Retirement

September 17, 2020

Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine).

Ep 25: Let’s Put Your IRA Under Scrutiny

September 3, 2020

The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons.

Special Announcement About The Podcast

August 31, 2020

There are a few new, exciting changes coming to the podcast. Tune in to see what’s in store for the future!

Ep 24: The Difficulty Of Financial Planning After The Death Of A Spouse

August 20, 2020

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

Ep 23: Retirement Ready: Are You Clinging To False Hope?

August 6, 2020

We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of the faulty thinking that ultimately leaves people underprepared for retirement.

Ep 22: Traditional IRA vs. Roth IRA

July 16, 2020

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.

Ep 21: Lessons From Keyboard Warriors

July 2, 2020

We were playing the dangerous game of perusing the comments section of a recent article about COVID-19 and the impacts on retirees and how much money you’ll need to retire going forward. The trip into the comments section is always a mixed bag of trolling, inaccuracies, and sometimes surprisingly helpful insight from what we’ve come to describe as “Keyboard Warriors.” So, let’s look at some of the sentiments found under this recent article and see if they resonate with how others truly see the financial world, retirement, and how to best prepare for it all.

Ep 20: Financial “Strategies” That Just Don’t Work

June 18, 2020

Let’s talk about some financial planning “strategies” that don’t really work (even though some people, even some financial advisors, believe in them).


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