Podcast Episodes
Back to SearchSay One Thing Do Another
Episode 37
We’ve found that—for a lot of people—what they say and what they do don’t necessarily match. Let’s look at some examples in the financial world where…
5 years, 10 months ago
Easy Fixes For Monthly Spending
Episode 36
We spend a few minutes on some things to consider when trying to keep the monthly spending under control as we near or enter in to retirement.
Links …
5 years, 11 months ago
4 Milestones That Say You’re Ready For Retirement
Episode 35
A recent USA Today article outlined 4 financial milestones that should indicate you’re ready for retirement if you hit them. Matt gives us his take o…
5 years, 11 months ago
Traditional IRA vs. Roth IRA
Episode 34
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine…
5 years, 11 months ago
This Memorial Day Weekend Unlike Any Other
Episode 33
Our intentions this week were to discuss strategies that just don't work. But with Memorial Day upon us we talk about what is happening to our nation…
6 years ago
Are You Paying Attention To Your Biggest Assets?
Episode 32
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…
6 years ago
Things To Consider During Down Market
Episode 31
If it works within your plan, could this be a good time to invest more money in the market? Would a Roth conversion make sense during this crisis? Ma…
6 years, 1 month ago
The CARES Act
Episode 30
We talked last time about the Coronavirus and the general impact it has had on every day life. Congress recently passed the CARES Act to try and help…
6 years, 2 months ago
Coronavirus Update
Episode 29
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile…
6 years, 2 months ago
What’s Your Desire To Retire?
Episode 28
Different people have different levels of desire when it comes to finding their retirement date. Let’s explore these different levels of desire, as i…
6 years, 2 months ago