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Wisdom for Our Children - Spending, Saving, and Investing
Episode 510
We often try to overcomplicate finances, but simplicity is the key. That’s not to say simplistic: simple doesn’t equal simplistic.
On this episode, we…
3 years ago
Wisdom for Our Children - Family and Friends
Episode 509
Your family and friends are the people you walk life with, so it is important to choose wisely. In this episode of our Wisdom for Our Children series…
3 years ago
Wisdom for Our Children - Career and Retirement
Episode 508
This month, as we meander through the different parts of life we are stopping to reflect on certain areas to pass on wisdom to our children. In this …
3 years, 1 month ago
Wisdom for Our Children - Energy and Mindset
Episode 507
It is commonly said that youth is wasted on the young. Do you ever wish you could share the wisdom and perspective you have gained with someone young…
3 years, 1 month ago
Should I Stop Contributing to My Pre-Tax Accounts?
Episode 506
What is the difference between a passion and an interest? Why is it important to have a passion in retirement? In the Bring It On segment with Mark R…
3 years, 1 month ago
What Is the Ideal Mix Between Before and After Tax Retirement Accounts?
Episode 505
Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of…
3 years, 1 month ago
What Should I Consider When Transferring Investment Accounts?
Episode 504
What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Bring It On segment. Listen in to hear how I made a n…
3 years, 2 months ago
Should I Borrow Against My Investments to Buy a House?
Episode 503
Did you know that there is another way to borrow money to purchase a home that is not a mortgage? Larry is thinking about using a securities-based li…
3 years, 2 months ago
Should I Realign My 401K Now That I’m Retired?
Episode 502
To really rock retirement you have to have the right mindset. On this episode of Retirement Answer Man, Kevin Lyles and I noodle on the power of wond…
3 years, 2 months ago
Historical vs. Projected Returns?
Episode 501
Should you use historical or projected returns in your retirement model? One of our listeners asks this question in a very eloquent way.
On this epis…
3 years, 2 months ago