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Podcast2022-08-09T20:47:20+00:00

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Ep 85: Mailbag – Should I Pay Off My Rental Properties?

You have questions? Well, we have answers. We have been getting a lot of listener questions the last few weeks, and many of them are questions I get from clients all of the time. We will discuss financial scenarios [...]

By |November 23rd, 2022|Categories: Podcast|Tags: , , , , |

Ep 84: What You Should Know About RMDs

What is an RMD? You've probably heard the acronym but how much do you know about required minimum distributions? There tends to be a lot of confusion surrounding RMDs, so today we will go over everything you should know. [...]

By |November 16th, 2022|Categories: Podcast|Tags: , , , , , |

Ep 83: 5 Potential Financial Problems

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem [...]

By |November 2nd, 2022|Categories: Podcast|Tags: , , , |

Ep 82: Talking Retirement with LA Times Journalist, Steve Lopez

We are excited to have Steve Lopez as our guest today. Steve is a journalist for the LA Times and is about to release a new book on retirement. We feel that a lot of what Steve writes about [...]

By |October 26th, 2022|Categories: Podcast, Uncategorized|Tags: , , , , |

Ep 81: Psychology and Retirement

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology [...]

Ep 80: Should You Buy a Vacation Home?

Is owning a second home, now considered the American Dream? While it may not be an option for everyone, it seems to be a common goal for more people in the last 5-7 years. In this episode, we are [...]

By |October 12th, 2022|Categories: Podcast|Tags: , , , , , , |

Ep 79: Sneaky Money Marketing

We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little more, we can clearly understand what [...]

By |October 5th, 2022|Categories: Podcast, Uncategorized|Tags: , , , , , , , |

Ep 78: 6-Step Retirement Checklist

Everyone’s journey to retirement tends to look a lot different, but there are still some fundamentals that everyone needs to pay attention to before taking that leap. You don’t want to be a few years from retirement before you [...]

By |September 28th, 2022|Categories: Podcast|Tags: , , , , , |

Ep 77: Going Against the Grain

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. We don’t mind the threat of being [...]

By |September 21st, 2022|Categories: Podcast|Tags: , , , , , , |

Ep 76: The High Cost of Free Money

How do you feel about free money? Sounds like a no-brainer, right? Maybe not. Most people don’t understand that free money isn’t actually free and that someone else’s money is just being spent. Let’s explore what we know about [...]

By |September 14th, 2022|Categories: Podcast|Tags: , , , , , , |
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