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Ep 110: Is the TSP the G.O.A.T. of Retirement Plans?

Is the TSP, also known as the Thrift Savings Plan, truly the greatest investment platform of all time? There are a lot of people that would answer yes to this question, so in today’s episode, we’ll explore any potential shortcomings it may have. Specifically, we will dive into a recent conversation between Lee and a client who had their funds in a TSP.

By |2023-05-23T21:01:02+00:00May 24th, 2023|Podcast|0 Comments

Ep 109: Retiring With Honors: Financial Planning Lessons From The Classroom

From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from them. In today’s episode, we’re seeing what we can learn from teachers and the issues they face. Let’s look at how homework, standardized testing, and customized learning approaches relate to financial planning.

By |2023-05-16T20:54:58+00:00May 17th, 2023|Podcast|0 Comments

Ep 105: A Comprehensive Dismantling Of 2023’s Top Social Security Myths

As most of us know, navigating Social Security can be a challenge, and unfortunately, there is a lot of misinformation about there about this important benefit. With so much confusion surrounding this topic, we’re here today to set the record straight. In this episode, we’re debunking the most common myths about Social Security and answering the questions you've been curious about.

By |2023-04-18T19:20:11+00:00April 19th, 2023|Podcast|Comments Off on Ep 105: A Comprehensive Dismantling Of 2023’s Top Social Security Myths

Ep 104: How Much Do I Need To Retire?

Lee has been working in the financial industry for over 16 years, and during that time, has encountered a wide variety of financial planning questions. However, there is one question that seems to come up more frequently than any other: "How much do I need to retire?" Is one million enough for everyone? Although it appears to be a straightforward question, we’re going to dive into the complexities of this topic today.

By |2023-04-18T19:14:50+00:00April 12th, 2023|Podcast|Comments Off on Ep 104: How Much Do I Need To Retire?

Ep 103: How To Lose All Of Your Money

As you prepare for retirement, you want to make sure you’re doing everything you can to secure your financial future. We’ve talked a lot on this podcast about strategies to help you grow your wealth for retirement, but it’s just as important to consider the risks that could wipe out your savings entirely. On today’s episode, we’re covering the two big ways that you could lose every dime you have, and how to avoid these critical mistakes.

By |2023-04-04T18:04:32+00:00April 5th, 2023|Podcast|Comments Off on Ep 103: How To Lose All Of Your Money

Ep 102: Should An Advisor Tailor A Plan To Fit Your Personality?

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? There are many types of personalities out there when it comes to financial matters, and we’ve found that most of our clients fall into one of the categories we’ll discuss today. In this episode, we’ll explore how understanding [...]

By |2023-03-27T19:02:13+00:00March 29th, 2023|Podcast|Comments Off on Ep 102: Should An Advisor Tailor A Plan To Fit Your Personality?

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
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