Podcast Episodes

College Planning 101

Episode 145

Season 4 Episode 51

Another school year is beginning, are you taking all of the right steps in your financial life? Whether you’ve got a child in col…

6 years, 6 months ago

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Basic Financial Skills High Schools and Colleges Are Not Teaching

Episode 144

Season 4 Episode 50

Recently, the Treasury Department recommended it be mandatory for all college students to take a financial-literacy course. That …

6 years, 7 months ago

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Why Millennials Have Less Money Than Their Parents

Episode 143

Season 4 Episode 49

Some interesting research revealed that the millennial generation has less money saved up than the previous two generations at th…

6 years, 7 months ago

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Should You Take a Severance If Offered Today?

Episode 142

Season 4 Episode 48

If you were offered a buyout from your job today, would you take it? Is your financial life always decision-able so that you coul…

6 years, 7 months ago

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2019 Investment Halftime Report

Episode 141

We are at the halfway point in 2019, how have your investments performed? What changes should you be making now in order to capture the most upside i…

6 years, 7 months ago

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What Is a Good 401(k) Company Match?

Episode 140

Season 4 Episode 46

What constitutes a good company match and a bad company match to your workplace retirement plan? Should that influence whether yo…

6 years, 7 months ago

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Being Financially Independent

Episode 139

Season 4 Episode 45

This week, people across our nation celebrated Independence Day and the freedom won for America over 240 years ago. Are you finan…

6 years, 8 months ago

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Are You a Financial Role Model for Your Kids?

Episode 138

Season 4 Episode 44

Whether you’re a parent, grandparent, or work with children professionally, you have influence over children. Are you making a po…

6 years, 8 months ago

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How to Solve the Retirement Crisis

Episode 137

Season 4 Episode 43

Statistics continue to show an overwhelming gap in the average person’s readiness for retirement. How do we solve this crisis, an…

6 years, 8 months ago

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Adult Children Are Impacting Parents Retirement

Episode 136

Prolonged adolescences is a phenomenon that’s been evident in today’s culture for the past decade, and the retirement dreams of many baby boomers are…

6 years, 8 months ago

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