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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 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 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

Ep 36: Prospering In Retirement With Susan & Larry Johnson

We sit down with Susan and Larry Johnson on today's show. They have been married for almost 40 years and are making the most out of their retirement. The couple has traveled extensively, so Lee asks them some questions about their traveling experiences as well as how they've felt about retirement so far.

By |2022-08-09T20:40:42+00:00February 18th, 2021|Podcast|Comments Off on Ep 36: Prospering In Retirement With Susan & Larry Johnson

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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