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Ep 60: Do You Concur? Picking Sides In Important Financial Debates

On this episode, we’ll try to pick sides in some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.

2022-07-06T14:33:15-05:00July 7th, 2022|Podcast|Comments Off on Ep 60: Do You Concur? Picking Sides In Important Financial Debates

Ep 58: What to Do as You Count Down the Days to Retirement

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. From getting healthy to thinking about a post-retirement career, what do we do as we count down the days to retirement?

2022-06-02T10:24:42-05:00June 2nd, 2022|Podcast|Comments Off on Ep 58: What to Do as You Count Down the Days to Retirement

Ep 57: Reasons You Should Get Life Insurance

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan.

2022-05-19T11:10:33-05:00May 19th, 2022|Podcast|Comments Off on Ep 57: Reasons You Should Get Life Insurance

Ep 56: The Most Important Birthdays In Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.

2022-05-04T08:57:19-05:00May 5th, 2022|Podcast|Comments Off on Ep 56: The Most Important Birthdays In Retirement Planning

Ep 55: Home Run Retirement Planning – How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjack, and let’s take the financial field.

2022-04-19T12:44:23-05:00April 21st, 2022|Podcast|Comments Off on Ep 55: Home Run Retirement Planning – How Baseball Principles Also Score Financial Runs

Ep 54: Murky Issues That Make Retirement Planning Harder

This USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll breakdown the article to see if it’s worthwhile advice, if the murky issues are actually that threatening, and what you can do about all of it if you’re concerned.

2022-04-05T16:09:46-05:00April 7th, 2022|Podcast|Comments Off on Ep 54: Murky Issues That Make Retirement Planning Harder

Ep 53: Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor…

2022-03-01T12:05:06-06:00March 17th, 2022|Podcast|Comments Off on Ep 53: Who Even Needs A Financial Advisor?

Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?

On this episode, we’ll break down a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing, and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it back under control.

2022-03-03T07:35:03-06:00March 3rd, 2022|Podcast|Comments Off on Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?

Ep 51: How Children Become Part of the Retirement Discussion

If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals.

2022-02-14T13:32:14-06:00February 17th, 2022|Podcast|Comments Off on Ep 51: How Children Become Part of the Retirement Discussion
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