Podcast Episodes
Back to SearchEnd of Year Financial Planning For 2023
Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement…
2 years, 7 months ago
The Goal for Year-End Reviews
Ever wonder what a year-end review session looks like? In this episode, Tim delves into the significance of these strategic planning sessions and how…
2 years, 8 months ago
Idea Partners and a Trip to Nashville
Welcome back to Retirement Power Play! In this episode, Tim recaps a recent trip to Nashville with other financial professionals. He also reflects on…
2 years, 8 months ago
When Is It Time to Change Advisors?
In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs tha…
2 years, 9 months ago
What We Learned Playing Hockey with NHL Players & Navy Seals
In this episode, we're diving into an unforgettable event that recently took place - one that involved NHL players, Naval Special Warfare, and our ve…
2 years, 9 months ago
Resolving Financial Sources of Tension Between Couples
Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financi…
2 years, 10 months ago
Understanding the Role Retirement Income Plays in Planning
Episode 32
On this episode, we'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a c…
2 years, 10 months ago
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Episode 31
Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 10…
2 years, 10 months ago
Retirement Rebels: Winning Your Financial Independence
Episode 30
Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for …
2 years, 11 months ago
What We Learned from the Stanley Cup Final in Vegas
Episode 29
On this episode, we will be discussing parallels between this year's Stanley Cup and retirement planning.
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2 years, 11 months ago