Podcast Episodes
Back to SearchStreaks Will Eventually Come to an End
Episode 18
Winning and losing streaks can help us recognize a pattern of either good, or bad things happening within a short amount of time. However, every stre…
3 years, 5 months ago
What I Learned in My Year End Client Strategy Sessions
Episode 17
As the end of year approaches, Tim is meeting with clients to start strategizing for the new year. On this episode, he will discuss some of the main …
3 years, 6 months ago
The Money Gridiron: What Football Teaches Us About Retirement Planning
Episode 16
At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply th…
3 years, 7 months ago
Warning Signs: How To Spot Problems In Your Financial Life
Episode 15
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators…
3 years, 7 months ago
Controlling Greed, Fear And Other Emotions When Planning For Retirement
Episode 14
On this episode, we’re going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decis…
3 years, 7 months ago
Should You Follow These Popular Retirement Rules of Thumb?
Episode 13
You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be …
3 years, 7 months ago
Getting It Right: Irreversible Financial Decisions
Episode 12
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the ri…
3 years, 8 months ago
Can’t Get No Satisfaction... Or Can You?
Episode 11
Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead …
3 years, 8 months ago
Retirement Planning From A Psychologist’s Point Of View
Episode 10
We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break…
3 years, 8 months ago
What's Going On With Inflation?
Episode 9
Inflation is one of the biggest financial buzzwords getting thrown around right now. We will be breaking down what this term really means and the fac…
3 years, 10 months ago