Podcast Episodes
Back to SearchMailbag: Adjusting to Retirement, Company Stock & More
Episode 219
In today’s show, we’re going to answer some email questions from listeners just like you. These questions cover a range of topics from investing to r…
2 years, 9 months ago
Will The Economy Boom Or Bust In 2024?
Episode 218
Everyone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housi…
2 years, 9 months ago
Are Your Good Money Habits Holding You Back? (Part 2)
Episode 217
This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider ben…
2 years, 9 months ago
Are Your Good Money Habits Holding You Back? (Part 1)
Episode 216
This two-part conversation might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies yo…
2 years, 9 months ago
The U.S. Retirement System On The Global Stage
Episode 215
In today's episode, we'll be looking at the eye-opening findings of the 2023 Mercer CFA Institute Global Pension Index, which has ranked the Netherla…
2 years, 10 months ago
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Episode 214
Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in…
2 years, 10 months ago
Santa’s Naughty or Nice Investment Guide
Episode 213
In this festive episode, we’ll sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financia…
2 years, 10 months ago
Questions You Must Ask Your Financial Advisor
Episode 212
Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly t…
2 years, 10 months ago
Strategic Planning for Retiree Healthcare
Episode 211
In today's episode, we're focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expense…
2 years, 11 months ago
Patience Pays: The Power of Delayed Gratification
Episode 210
Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of …
2 years, 11 months ago