Ep 20: Following The Financial Commandments
On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
Ep 19: Eye Opening Stats Showing How Americans Save
Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.
Ep 18: Obsolete Retirement Planning Ideas
Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to.
Ep 17: Financial Issues Particularly Challenging For Women
Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.
Ep 16: How To Build Your Financial House
For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home.
Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse
It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.
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”.
Ep 13: What Mark Twain Can Teach Us About Money
What can we learn about money by exploring some quotes from the great Mark Twain?
Ep 12: Traditional IRA Vs Roth IRA
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
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?
