Podcast Episodes
Back to SearchRetiring Soon? 9 Retirement Surprises to Consider Today
Episode 425
Retirement expectation and retirement reality don't always line up. In this episode, we discuss the top retirement surprises from a recent study.
Jo…
2 years, 4 months ago
If Stocks Beat Bonds, Why Diversify?
Episode 424
Don't believe everything you read. In this episode, we discuss the latest research on stocks vs. bonds and why academically sound research may not ap…
2 years, 4 months ago
Reframing the Fears That Could be Holding You Back
Episode 423
Is fear holding you back? In this episode, we discuss how fear is the first emotion we experience when we're born, and why it can continue to plague …
2 years, 4 months ago
Managing Tax Rate Uncertainties & Contribution and Decumulation Strategies with David Hulse, PhD
Episode 422
Today, I'm talking to Dr. David Hulse, recently retired Professor Emeritus at the Von Allmen School of Accountancy and the Martin School of Public Po…
2 years, 4 months ago
What to Consider Before You Hire (or Fire) a Financial Advisor
Episode 421
Today's article comes from Kiplinger titled, Three Legit Reasons to Break Up With Your Financial Adviser (and How to Do It). Listen in as Founder and…
2 years, 4 months ago
Aging and Loneliness: 6 Strategies to Feel More Connected with Others
Episode 420
Today's article comes from Psyche.co titled, How to Feel Less Lonely as You Get Older. Listen in as Founder and CEO of Howard Bailey Financial, Casey…
2 years, 5 months ago
Live Life in Crescendo Toward a Purposeful Retirement with Cynthia Covey Haller
Episode 419
Today, I'm speaking with Cynthia Covey Haller. Cynthia is an author, teacher, and speaker. You may recognize her name from her contributions to books…
2 years, 5 months ago
Calculating Investment Returns: How You Average Matters
Episode 418
Today's article comes from Fortunes & Frictions titled, How You Average Matters. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade…
2 years, 5 months ago
What it Means to Age Well: The Power of a Singular Priority
Episode 417
Today's articles come from Forbes titled, The Surprising Power Of A Singular Priority In Money And Life and from A Teachable Moment titled, Years Don…
2 years, 5 months ago
Elder Justice: Taking the Initiative on Elder Abuse with Marie-Therese Connolly
Episode 416
Today, I'm talking to Marie-Therese Connolly. MT Connolly is a lawyer working in the courts and in Congress to tackle an ongoing and fundamental issu…
2 years, 5 months ago