Podcast Episodes
Back to SearchWhat 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,…
12 years, 2 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…
12 years, 2 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…
12 years, 2 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…
12 years, 3 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…
12 years, 3 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…
12 years, 3 months ago
Unwrapping 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…
12 years, 3 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 …
12 years, 3 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…
12 years, 4 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…
12 years, 4 months ago