Ep 44: How Overconfidence Can Lead To Financial Ruin
Confidence is always important when it comes to a financial plan, but sometimes being overconfident can also be the demise of that plan.
Ep 43: Financial Mistakes Couples Often Make
Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.
Ep 42: Mind The Gap
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.
Ep 41: Mailbag! Answering Your Financial Questions
We dedicate this show to answering some mailbag questions. Today we will discuss estate taxes, planning out a retirement with a significant age gap, and robo advisors.
Ep 40: What Makes Your Financial Advisor Tick?
It’s time to peel back the curtain a little bit to learn about your financial advisor.
Ep 39: It’s Just a Joke
Talking about finances doesn't always have to be so serious. In today's episode, we use a couple of dad jokes to discuss some common misconceptions and topics that viewers may be unsure about.
Ep 38: 5 Things You Must Know About Decumulation To Retire Successfully
Often times we focus just on the accumulation of assets as we near retirement, but decumulation is just as important when it comes to collecting those assets.
Ep 37: Learning Through Uncommon Sense
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
Ep 36: Not Your Father’s Retirement
If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.
Ep 35: Do Retirees Really Need Life Insurance?
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.
