Podcast Episodes
Back to SearchFour Ways The SECURE Act 2.0 Might Impact You
Episode 97
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need …
3 years, 4 months ago
Goals For The Year: Financial, Business and Personal Goals For 2023
Episode 96
With every new year, many of us spend some time setting new goals, benchmarks, and desired milestones to achieve in the months ahead. On today’s show…
3 years, 4 months ago
2023 Edition: 10 Point Checklist For Retirement Preparedness
Episode 95
It's time to make sure your bases are covered and you're ready for the light at the end of the tunnel: Retirement. In this episode, we will discuss 1…
3 years, 4 months ago
Naughty Or Nice
Episode 94
Makin’ a list and checkin’ it twice! We’ll describe a scenario, you tell us if the financial advisor is being naughty or nice…
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3 years, 5 months ago
Investor Biases
Episode 93
The European Financial Review recently released a study on the ways that investor biases impact their financial behavior and decisions. How have you …
3 years, 6 months ago
Making Smart Decisions During Major Life Events
Episode 92
Major life events can sometimes be expected or unexpected. Either way, sometimes we make the wrong choices during these events. Let's jump into some …
3 years, 6 months ago
The Retirement Marathon: Finishing The Race
Episode 91
Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing an…
3 years, 7 months ago
Common Retirement Planning Questions About Taxes
Episode 90
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular…
3 years, 7 months ago
The Money Gridiron: What Football Teaches Us About Retirement Planning
Episode 89
At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply th…
3 years, 7 months ago
Can’t Get No Satisfaction... Or Can You?
Episode 88
Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead …
3 years, 8 months ago