Ep 48: 22 Money Resolutions for 2022
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.
Ep 47: Mailbag: Pension Options
We open up the mailbag to answer some of our listener's questions on today's podcast. We will cover managing your risk tolerance, options for a pension, and early retirement considerations.
Ep 46: Unreasonable Requests
Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.
Ep 45: Tax Consequences – Pros & Cons of Various Account Types
There's a variety of different tax accounts to choose from, and while some seem good in the short term, they also carry long-term consequences. Let's further examine the different types and what pros and cons that accompany them.
Ep 44: How Overconfidence Can Lead To Financial Ruin
Confidence is always important when it comes to a financial plan, but sometimes being overconfident can also be the demise of that plan.
Ep 43: Financial Mistakes Couples Often Make
Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.
Ep 42: Mind The Gap
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.
Ep 41: Mailbag! Answering Your Financial Questions
We dedicate this show to answering some mailbag questions. Today we will discuss estate taxes, planning out a retirement with a significant age gap, and robo advisors.
Ep 40: What Makes Your Financial Advisor Tick?
It’s time to peel back the curtain a little bit to learn about your financial advisor.
Ep 39: It’s Just a Joke
Talking about finances doesn't always have to be so serious. In today's episode, we use a couple of dad jokes to discuss some common misconceptions and topics that viewers may be unsure about.
