Podcast Episodes
Back to SearchEp 57: Retirement Ready...or Not?
Episode 58
Whether you are less than a decade away from retirement or at the beginning of your career, it’s important to have a saving mindset. How can you make…
6 years ago
Ep 56: Financial Stuff You Should Know
Episode 57
From the global bond market to living benefits, there are several important financial concepts you might not yet know about. Today’s episode will cov…
6 years ago
Ep 55: Hindsight is 20/20 in Financial Planning
Episode 56
Ever wish you knew then what you know now? That’s especially true in the year 2020. We discuss areas where hindsight could help and what to do about …
6 years, 1 month ago
Ep 54: Do You Need a Trust?
Episode 55
Is a trust something everyone has or just the really wealthy? Do you need it as a part of your estate plan?
Read more and get additional financial…
6 years, 1 month ago
Ep 53: This One is On The House
Episode 54
How should you approach your home from a financial standpoint in retirement? Pay it off? Downsize? Rent it out? Let’s talk about real estate and how …
6 years, 1 month ago
Ep 52: Are These Financial Rules Legit?
Episode 53
We all hear various financial rules from time to time, but are they legit? Or are they full of it? Which of these are good rules of thumb and which a…
6 years, 1 month ago
Ep 51: Simple Mistakes That Could Ruin Retirement
Episode 52
Many of the things you read or watch about finance will talk about the things you need to do to grow your portfolio. It’s not too often that you hear…
6 years, 2 months ago
Ep 50: The Financial Risks to Living Longer
Episode 51
We all want to live a long and good life, but what does that mean from a financial standpoint? What kind of financial plan do you need to prepare and…
6 years, 2 months ago
Ep 49: Building Your Financial House
Episode 50
For some people, the idea of putting together a financial plan is pretty daunting. For others, the idea of building and designing a house is a lot mo…
6 years, 2 months ago