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Ep 96: Setting Financial, Business and Personal Goals For 2023

  Everyone likes setting resolutions at the beginning of the new year but how often do those get broken within the first few weeks? It’s more beneficial to establish goals that we can build together and track not only this year but out on the horizon as well. In this episode, we want to [...]

By |2023-02-07T20:45:30+00:00February 15th, 2023|Uncategorized|Comments Off on Ep 96: Setting Financial, Business and Personal Goals For 2023

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 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 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 15: Coronavirus Update + Financial Truths You Can Count On

The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Lee will give his thoughts on the current situation and why having a plan is so crucial in times like these. We will also discuss some financial truths that we can state with confidence and see what we can learn from them.

By |2020-04-02T05:00:53+00:00April 2nd, 2020|Podcast|Comments Off on Ep 15: Coronavirus Update + Financial Truths You Can Count On

Ep 3: Even Responsible Savers Make Mistakes

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make…

By |2019-10-03T05:00:01+00:00October 3rd, 2019|Podcast|Comments Off on Ep 3: Even Responsible Savers Make Mistakes
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