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Episode Show Notes

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).

Ep 19: Should You Be Wary Of Some Of Dave Ramsey’s Advice?

June 4, 2020

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Let’s take a look at some of Dave’s most popular advice and see if and when it makes sense for retirees and pre-retirees to disagree.

Ep 18: Best Intentions, Bad Advice

May 21, 2020

We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it just makes it even more important to discuss. You likely seek financial advice from lots of difference sources. And some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.

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