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Ep 89: The Top 5 401(k) Mistakes You Need to Avoid

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s. Here’s [...]

By |2022-12-20T20:38:00+00:00December 21st, 2022|Podcast|Comments Off on Ep 89: The Top 5 401(k) Mistakes You Need to Avoid

Ep 86: Did Charlie Brown Get Scammed?

There is a good chance you have seen, or at least heard of, Charlie Brown. On the Thanksgiving Special, there is a moment where Charlie Brown makes a mistake but keeps repeating it as if he is expecting a different result. Unfortunately, many of us do this with our finances. Some even go as [...]

By |2022-11-29T18:09:45+00:00November 30th, 2022|Podcast|Comments Off on Ep 86: Did Charlie Brown Get Scammed?

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 emotions they’re trying to elicit. More importantly, we can figure out what companies are trying [...]

By |2022-10-03T19:12:01+00:00October 5th, 2022|Podcast, Uncategorized|Comments Off on Ep 79: Sneaky Money Marketing

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 74: Social Security – Delay or No Way?

When to claim Social Security is a question that’s been asked as long as the program has been around. The reason why we’re still answering this question is that the strategy will vary for every individual. No matter what you decide, this crucial piece of income planning will certainly be a big part of [...]

By |2022-09-06T19:02:11+00:00August 24th, 2022|Podcast|Comments Off on Ep 74: Social Security – Delay or No Way?

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

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.

By |2019-11-07T05:00:57+00:00November 7th, 2019|Podcast|Comments Off on Ep 5: It’s Good To Have Awkward Conversations In Financial Planning
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