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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|0 Comments

Ep 75: The Danger of Doing Nothing

We’re all guilty of putting things off and waiting until it’s absolutely necessary to get them done. We see it all the time when it comes to money. People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be [...]

By |2022-09-07T12:32:11+00:00September 7th, 2022|Podcast|Comments Off on Ep 75: The Danger of Doing Nothing

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 71: What Grade Can You Get on This Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. [...]

By |2022-09-06T18:34:27+00:00August 3rd, 2022|Podcast|Comments Off on Ep 71: What Grade Can You Get on This Retirement Planning Quiz?

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 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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