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Episode Show Notes

Ep 12: Lies You Learn In Broker School

February 20, 2020

A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s talk about the statements you should be cautious of if you hear them from a financial advisor.

Ep 11: Where To Find Bias In Financial Media

February 6, 2020

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.

Ep 10: Which Excuses Keep You From Retiring?

January 16, 2020

Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”

Ep 9: Your Financial Advisor Must Have These Traits

January 2, 2020

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

Ep 8: 5 Social Security Misunderstandings

December 19, 2019

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security.

Ep 7: Finding Silver Linings in Unfortunate Financial Situations

December 5, 2019

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retireers face and help you find the silver lining in the midst of tough situations.

Ep 6: Retirement Constants That Affect Everyone

November 21, 2019

While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?

Ep 5: It’s Good To Have Awkward Conversations In Financial Planning

November 7, 2019

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.

Ep 4: Why The Final Years Before Retirement Are So Important

October 17, 2019

The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10-year period.

Ep 3: Even Responsible Savers Make Mistakes

October 3, 2019

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…

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