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Ep 90: 7 Money Resolutions For 2023

This is the time of year when everybody puts together various lists, whatever the list may be. A lot of times these lists are interesting and helpful, but others are really just marketing tactics. Last year we did an episode “22 Resolutions for 2022”. This year’s list will consist of 7 financial resolutions that [...]

By |2022-12-27T22:05:52+00:00December 28th, 2022|Podcast|Comments Off on Ep 90: 7 Money Resolutions For 2023

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. The Required minimum distribution is the mandatory amount that everybody must take from their qualified [...]

By |2022-11-15T20:11:09+00:00November 16th, 2022|Podcast|Comments Off on Ep 84: What You Should Know About RMDs

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 that needs to be addressed. You might have watched your parents retire in their early [...]

By |2022-11-01T19:05:47+00:00November 2nd, 2022|Podcast|Comments Off on Ep 83: 5 Potential Financial Problems

Ep 69: 5 Strategies to Consider During A Down Market

The market is down right now and has a lot of people panicking about what to do with their investments. But there are potential opportunities out there if you look closely. On this episode, we give 5 potential strategies you may be able to utilize during this time.

By |2022-08-09T19:34:04+00:00July 6th, 2022|Podcast|Comments Off on Ep 69: 5 Strategies to Consider During A Down Market

Ep 62: Planning for Things You Can’t Predict

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.

By |2022-08-09T19:38:36+00:00March 16th, 2022|Podcast|Comments Off on Ep 62: Planning for Things You Can’t Predict

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 28: Eye Opening Stats On How Americans Save

Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.

By |2022-08-09T20:45:40+00:00October 15th, 2020|Podcast|Comments Off on Ep 28: Eye Opening Stats On How Americans Save

Ep 21: Lessons From Keyboard Warriors

We were playing the dangerous game of perusing the comments section of a recent article about COVID-19 and the impacts on retirees and how much money you’ll need to retire going forward. The trip into the comments section is always a mixed bag of trolling, inaccuracies, and sometimes surprisingly helpful insight from what we’ve come to describe as “Keyboard Warriors.” So, let’s look at some of the sentiments found under this recent article and see if they resonate with how others truly see the financial world, retirement, and how to best prepare for it all.

By |2020-07-02T05:00:19+00:00July 2nd, 2020|Podcast|Comments Off on Ep 21: Lessons From Keyboard Warriors
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