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Ep 93: Retirement Spending Strategies for 2023

Most folks enjoy spending money, and it’s pretty easy to do when you’re working because that paycheck gives you a safety net. But how do you spend money in retirement in a way that gives you the best chance of not running out of money? Today we’re going to give you four retirement spending [...]

By |2023-01-24T13:40:30+00:00January 25th, 2023|Podcast|0 Comments

Ep 88: 24 Things I’m a Big Fan Of

We all have likes and dislikes. As we get older, many of us find more and more things we tend to not be a big fan of, and it can be easy to fall into a negativity trap. With that in mind, I decided to spend some time thinking about the things I am [...]

By |2022-12-13T12:56:30+00:00December 14th, 2022|Podcast|Comments Off on Ep 88: 24 Things I’m a Big Fan Of

Ep 82: Talking Retirement with LA Times Journalist, Steve Lopez

We are excited to have Steve Lopez as our guest today. Steve is a journalist for the LA Times and is about to release a new book on retirement. We feel that a lot of what Steve writes about will resonate with our listeners. Steve found himself facing a fork in the road: To [...]

By |2022-10-25T12:38:08+00:00October 26th, 2022|Podcast, Uncategorized|Comments Off on Ep 82: Talking Retirement with LA Times Journalist, Steve Lopez

Ep 81: Psychology and Retirement

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement. Retirement may sound like a dream come true, [...]

By |2022-10-19T12:23:44+00:00October 19th, 2022|Podcast, Uncategorized|Comments Off on Ep 81: Psychology and Retirement

Ep 80: Should You Buy a Vacation Home?

Is owning a second home, now considered the American Dream? While it may not be an option for everyone, it seems to be a common goal for more people in the last 5-7 years. In this episode, we are going to go over some of the pros and cons of purchasing a second home. [...]

By |2022-10-12T00:29:57+00:00October 12th, 2022|Podcast|Comments Off on Ep 80: Should You Buy a Vacation Home?

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 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 70: Bucket Strategy 101

The bucket strategy is a commonly used plan when it comes to retirement. This allows you to allocate money for different goals and helps keep you calm when things are looking down. Lee will discuss what each bucket is for, some common investment vehicles for each of them, and how this might benefit you [...]

By |2022-09-06T18:54:10+00:00July 20th, 2022|Podcast|Comments Off on Ep 70: Bucket Strategy 101
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