Podcast Episodes
Back to Search30 How to Invest in Your Marriage with Jackie Bledsoe
Episode 30
Have you ever felt distant from your wife? I sure have. In my 23 years of marriage, there were times my wife and I drifted apart. It's easy to do. Wo…
11 years, 7 months ago
Should I Convert to a ROTH IRA? A Talk with Ed Slott
Episode 29
Taxes suck. They erode away your income, savings and investments. One strategy to maximize your retirement savings is to convert your IRA to a ROTH I…
11 years, 7 months ago
#28 4 Strategies for Beating Retirement Planning Stress
Episode 28
Stressed about planning for retirement??? Your not alone, most of use (including me) freak out when we look at what it could take to provide for our …
11 years, 7 months ago
#27 Screw Retirement Goals, Here's a Better Way
Episode 27
Setting retirement goals can be a big waste of time.
In my 23 years of advising individuals and families, I've rarely found someone that had clear re…
11 years, 8 months ago
What You Need to Know Before Investing in Rental Properties
Episode 26
If you chose to invest in real estate as part of your retirement plan, you better understand what you're signing up for.
Most "educational" classes,…
11 years, 8 months ago
#25 How to Organize Your Financial Records
Episode 25
My financial records are a mess. Are yours?
In this episode, I'll outline the framework I'm going to use to get my recording keeping in order. Could y…
11 years, 8 months ago
#24 Strategies for Handling Market Corrections
Episode 24
Is the stock market correction here? In the last week of July the S&P 500 index lost 2.7%. The worst weekly loss in over two years. It didn't take l…
11 years, 8 months ago
7 Ways You Can Screw Up Your Retirement
Episode 23
The cost of a financial misstep in retirement can be devastating. During retirement it is hard to "earn" your way out of poor decisions. Poor plannin…
11 years, 9 months ago
Invest Wisely: LPL's Investor's Almanac: Mid-Year Outlook
Episode 22
This week I speak with Burt White, Chief Investment Officer of LPL Financial. Burt and I discuss LPL's mid-year outlook Titled: The Investor's Almana…
11 years, 9 months ago
#21 How to Accept the Worry and Start Planning for Retirement
Episode 21
In this episode, I'll show you how to come to terms with your worry and the uncertainty about retirement. "I worry"
I talk to a lot of people about r…
11 years, 9 months ago