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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 question whether you have covered all your bases. In today’s episode, we will talk about [...]

By |2022-09-28T20:10:28+00:00September 28th, 2022|Podcast|Comments Off on Ep 78: 6-Step Retirement Checklist

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 called crazy, so let’s dive into some of the most popular retirement “rules of thumb” [...]

By |2022-09-23T12:33:06+00:00September 21st, 2022|Podcast|Comments Off on Ep 77: Going Against the Grain

Ep 61: Who Needs a Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor…

By |2022-08-09T19:38:57+00:00March 2nd, 2022|Podcast|Comments Off on Ep 61: Who Needs a Financial Advisor?

Ep 25: Let’s Put Your IRA Under Scrutiny

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.

By |2022-08-09T20:46:21+00:00September 3rd, 2020|Podcast|Comments Off on Ep 25: Let’s Put Your IRA Under Scrutiny

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

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.

By |2022-08-09T20:46:38+00:00August 20th, 2020|Podcast|Comments Off on Ep 24: The Difficulty Of Financial Planning After The Death Of A Spouse

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

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.

By |2020-08-06T05:00:36+00:00August 6th, 2020|Podcast|Comments Off on Ep 23: Retirement Ready: Are You Clinging To False Hope?

Ep 18: Best Intentions, Bad Advice

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.

By |2020-05-21T05:00:03+00:00May 21st, 2020|Podcast|Comments Off on Ep 18: Best Intentions, Bad Advice
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