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Ep 73: 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.

2023-01-19T08:20:49-06:00January 19th, 2023|Podcast|0 Comments

Ep 72: The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

2023-01-03T18:00:20-06:00January 5th, 2023|Podcast|Comments Off on Ep 72: The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

Ep 71: Mailbag – Splitting Up Assets During A Divorce

On this episode, we will be answering some mailbag questions that have come in. We will discuss if it's wise to pay off your investment properties, how much you should contribute to your child's college expenses, and how to split up assets during a divorce.

2022-12-05T11:44:29-06:00December 15th, 2022|Podcast|Comments Off on Ep 71: Mailbag – Splitting Up Assets During A Divorce

Ep 69: Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.

2022-12-01T12:56:00-06:00November 17th, 2022|Podcast|Comments Off on Ep 69: Most Common Retirement Planning Questions About Taxes

Ep 68: The Money Gridiron: What Football Teaches Us About Retirement Planning

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning…

2022-10-27T16:06:13-05:00November 3rd, 2022|Podcast|Comments Off on Ep 68: The Money Gridiron: What Football Teaches Us About Retirement Planning

Ep 66: Retirement Planning From A Psychologist’s Point Of View

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.

2022-10-06T10:45:24-05:00October 6th, 2022|Podcast|Comments Off on Ep 66: Retirement Planning From A Psychologist’s Point Of View

Ep 65: Going Against the Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

2022-12-01T13:01:45-06:00September 15th, 2022|Podcast|Comments Off on Ep 65: Going Against the Grain

Ep 64: How Procrastination Dooms Your Financial Future

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 dangerous, and talk about how to overcome them…

2022-08-22T16:40:54-05:00September 1st, 2022|Podcast|Comments Off on Ep 64: How Procrastination Dooms Your Financial Future
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