Take the Fork: Yogi’s Wisdom on Making Financial Choices

In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!

2024-07-01T19:58:40+00:00July 2nd, 2024|Podcast|0 Comments

Mistakes When Choosing A Financial Advisor

Next up: uncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals.

2024-06-14T16:32:41+00:00June 20th, 2024|Podcast|Comments Off on Mistakes When Choosing A Financial Advisor

The Beauty of Simplicity When Planning For Retirement

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.

2024-06-05T13:36:28+00:00June 6th, 2024|Podcast|Comments Off on The Beauty of Simplicity When Planning For Retirement

Your Financial Wellness Check-Up

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.

2024-05-10T20:31:09+00:00May 16th, 2024|Podcast|Comments Off on Your Financial Wellness Check-Up

Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

2024-04-29T20:50:44+00:00May 2nd, 2024|Podcast|Comments Off on Steering Clear of Retirement Stress

Retirement Questions That Every Generation Is Asking

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. In today’s episode, we’ll share insights into the unique concerns that echo across different age groups. These are the retirement questions that every generation is asking.

2024-03-28T15:44:04+00:00April 18th, 2024|Podcast|Comments Off on Retirement Questions That Every Generation Is Asking

Finance Fortress: Practical Strategies for Protecting Retirees Against Scams & Fraud

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.

2024-03-28T15:45:52+00:00April 4th, 2024|Podcast|Comments Off on Finance Fortress: Practical Strategies for Protecting Retirees Against Scams & Fraud

Retirement Planning Is Harder Than It Used To Be

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode.

2024-02-29T18:53:11+00:00March 7th, 2024|Podcast|Comments Off on Retirement Planning Is Harder Than It Used To Be

Mailbag: Social Security, Caring For Aging Parents, Company Stock & More

In this episode, we'll be answering some mailbag questions from listeners like you. One listener asks whether they should start receiving their Social Security benefits now, despite not planning to retire soon, or if they should wait. Another asks whether it's acceptable to have the majority of their 401(k) invested in their current company's stock. These conversations are a great way for you to learn from real-life financial planning questions and scenarios, so tune in to see what you can learn!

2024-02-14T12:36:50+00:00February 15th, 2024|Podcast|Comments Off on Mailbag: Social Security, Caring For Aging Parents, Company Stock & More
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