Podcast Episodes
Back to SearchEp 159: Is the Grass Really Greener on the Other Side?
Episode 159
Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking t…
3 years, 11 months ago
Ep 158: The Retirement Marathon: Finishing the Race
Episode 158
Getting through retirement can be a lot like running a marathon. In this episode, we will discuss some similarities between getting to the finish lin…
4 years ago
Ep 157: Common Questions About Taxes in Retirement
Episode 157
With tax season around the corner, we get a lot of questions about taxes. Many don’t understand that their tax strategy completely changes in retirem…
4 years ago
Ep 156: What You Need to Know About Forced Retirement
Episode 156
Unfortunately, there are times people are forced into retirement before they are ready. Today we are going to go over what that may look like and com…
4 years ago
Ep 155: Are Health Savings Accounts ‘Super Roths’?
Episode 155
A great tool you could utilize for your financial plan is a Health Savings Account. Though it may be an underserved tool in some financial advisors’ …
4 years ago
Ep 154: The ABC’s of Bonds
Episode 154
When we have bad markets, traditional investing points to bonds. What if they aren’t the safe and secure investment that everyone thinks they are? In…
4 years ago
Ep 153: Fine Print Fiasco
Episode 153
Who reads the fine print? It’s one of those things most people skim over or ignore entirely. In this episode, we will go over some fine prints that c…
4 years, 1 month ago
Ep 152: Can’t Get No Satisfaction… Or Can You?
Episode 152
Want to know the secrets to experience satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead yo…
4 years, 1 month ago
Ep 151: How Money Ads Get Your Attention
Episode 151
We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headline…
4 years, 1 month ago
Ep 150: Getting Your Financial Decisions Right the First Time
Episode 150
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the ri…
4 years, 1 month ago