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.

2021-08-05T05:00:29+00:00August 5th, 2021|Podcast|Comments Off on Ep 38: 5 Things You Must Know About Decumulation To Retire Successfully

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?

2020-06-18T05:00:24+00:00June 18th, 2020|Podcast|Comments Off on Ep 11: Are You Paying Attention To Your Biggest Assets?

Ep #143: Your Portfolio Stinks

Face it. Your portfolio stinks. It's probably not invested as well as you think, but don't worry, we've got a solution for you.

2018-10-18T05:00:32+00:00October 18th, 2018|Podcasts|Comments Off on Ep #143: Your Portfolio Stinks

Ep #124: Stock Market Update

There have been some volatile changes in the market recently so it's time to analyze what's going on and what you need to know. Dan talks about the falling prices and what they mean to you. He also shares some historical and psychological insight into how this volatility happens and how [...]

2018-02-23T09:00:11+00:00February 23rd, 2018|Podcasts|Comments Off on Ep #124: Stock Market Update
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