Home/Podcast

Ep 14: Classic Pre-Retiree Mistakes

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.

2020-08-06T09:11:14-05:00August 6th, 2020|Podcast|0 Comments

Ep 11: Are You Paying Attention To Your Biggest Assets?

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?

2020-06-18T09:21:19-05:00June 18th, 2020|Podcast|0 Comments

Ep 7: Financial Crossword

If you’ve ever done a crossword puzzle, you know how much a wrong answer can mess you up. You might think that you have the right answer for 17-across, but you just can’t figure out how the answer to 13-down starts with the letters “XC.” Well, the problem is that you have the wrong answer in 17-across, and that X should really be an S.

2020-04-16T09:05:04-05:00April 16th, 2020|Podcast|0 Comments

Ep 6: Stages Of Retirement

How far out from retirement are you? 15 years? 10? 5? Is it on the doorstep? No matter which stage you’re in, there are some really important things you should be thinking about as you inch closer to that day you call it quits at work. On this episode, we’ll walk through these different stages to see exactly the kinds of things you should be doing from a planning perspective and how your focus changes as you get closer to the big day.

2020-04-02T08:45:07-05:00April 2nd, 2020|Podcast|0 Comments

Ep 5: How To Set Financial & Retirement Goals

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.

2020-03-19T09:35:04-05:00March 19th, 2020|Podcast|0 Comments
Go to Top