Home/Tag:finances

Ep 69: Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.

2022-12-01T12:56:00-06:00November 17th, 2022|Podcast|Comments Off on Ep 69: Most Common Retirement Planning Questions About Taxes

Ep 68: The Money Gridiron: What Football Teaches Us About Retirement Planning

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning…

2022-10-27T16:06:13-05:00November 3rd, 2022|Podcast|Comments Off on Ep 68: The Money Gridiron: What Football Teaches Us About Retirement Planning

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 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?
Go to Top