Podcast Episodes
Back to SearchEp 139: Are You a Risk Taker? Evaluating Your Risk Tolerance Level
Episode 139
Do you take a lot of risk or are you a conservative investor? On today’s episode, we’ll explore why risk tolerance matters and how understanding our …
4 years, 4 months ago
Ep 138: Top 10 Financial Debates - Part 2
Episode 138
Let’s continue our conversation on financial debates today. From deferring taxes to using credit cards, what is your opinion on these common financia…
4 years, 5 months ago
Ep 137: Top 10 Financial Debates – Part 1
Episode 137
Should you pay the house off before retirement? Do you need to keep your life insurance once retired? Do annuities deserve their bad reputation? On t…
4 years, 5 months ago
Ep 136: Are These Retirement Statistics Encouraging or Discouraging?
Episode 136
We are breaking down some retirement statistics on today’s episode. Are these numbers encouraging or discouraging?
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4 years, 5 months ago
Ep 135: The Secret to Retirement Success
Episode 135
So, what really is the secret to retirement success? While it may be harsh, the reality is we are often our own worst enemy when it comes to planning…
4 years, 5 months ago
Ep 134: Countdown to Retirement
Episode 134
As you count down to the days of retirement there are some important things, you’ll want to cross off your to-do list. On today’s episode, we’re goin…
4 years, 6 months ago
Ep 133: Can I Retire at 55?
Episode 133
It’s a question more and more people are asking, especially as the workplace continues to change following the pandemic. But are you in a position to…
4 years, 6 months ago
Ep 132: Reasons You SHOULD Get Life Insurance
Episode 132
The idea of a podcast on life insurance might not sound like the most exciting topic, but we’re going to put a positive spin on it today and tell you…
4 years, 6 months ago
Ep 131: The Most Important Retirement Birthdays
Episode 131
Birthdays might not be as exciting as they once were, but they are still important. On today’s episode, we are going to break down some retirement bi…
4 years, 6 months ago
Ep 130: Common Housing Questions from Retirees
Episode 130
Let’s talk about the house today! We are going to explore some common retiree questions we get about housing. Should you downsize? Should you use equ…
4 years, 6 months ago