Podcast Episodes
Back to SearchUnwrapping Medicare: The Basics
Episode 20
“How do I understand Social Security and Medicare?” This is a question I hear most often from people planning for retirement. It's understandable. S…
11 years, 9 months ago
Hate Keeping a Monthly Budget? Here is an Easier Way
Episode 19
I Hate Keeping a Monthly Budget.
Yes, I know that keeping a monthly budget is personal finance 101. Over the years I've tried, repeatedly, to track …
11 years, 9 months ago
Deal With Death By Celebrating Life
Episode 18
Deal with Death By Celebrating Life
Last week, I wrote about my sister's passing and her wish that her family have a "Celebration of Life" picnic (yo…
11 years, 10 months ago
Managing Cash Flow During Retirement
Episode 17
This week we discuss:
Why you should ask your advisor about their succession planHow to manage cash flow during retirement
Less Than 10% of Advisors H…
11 years, 10 months ago
Second-Act Careers: The Benefits of Working During Retirement
Episode 16
Working during retirement could be the best thing you do to find meaning, stay healthy and earn money while doing what you love.
In her book, Second…
11 years, 10 months ago
Jeff Goins Doesn't Want You to Miss Out on Your Life
Episode 15
Jeff Goins doesn't want to miss his life. And he doesn't want you to either.
His latest book, "The In-Between: Embracing the Tension Between Now and …
11 years, 10 months ago
14: Jon Chevreau: Discusses His Book Findependence Day and Host Roger Whitney Talks About a Recent Cyber Attack on His Practice
Episode 14
Want a great gift for a graduating high school or college senior?
Jon Chevreau’s book, Findependence Day, is a great gift that teaches important fina…
11 years, 11 months ago
Retirement & Planning for Housing
Episode 13
Johns Hopkins University's Center for Innovative Care and Legg Mason recently issued a study titled "Aging and It's Financial Implications: Planning …
11 years, 11 months ago
Do You Have a Question About How to Plan for Retirement? [Podcast]
Episode 12
"He who asks a question is a fool for five minutes; he who does not ask a question remains a fool forever." - Chinese proverb
There really are no stu…
11 years, 11 months ago
Do You Make These Mistakes When You Invest?
Episode 11
Over the last 20 years studies show that the average investor greatly under performances the stock and bond markets. Why do investors underperform v…
11 years, 11 months ago