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Momma’s Secret Recipe For Retirement Success


Episode 90


Inspired by Jack Canfield's Chicken Soup For The Soul series, and his recent collaboration with Jim and Dan for a brand new book, let's talk about the best recipe for your retirement success.


Published on 6 years, 4 months ago

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More Things You Can't Trust


Episode 89


There are many more things in the financial world that you can't trust - so much so that we couldn't fit it all into one episode. Let's continue our discussion.


Published on 6 years, 4 months ago

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Things You Can't Trust


Episode 88


Trust is a key factor when it comes to having someone help plan out your finances. Let's explore what trust is and where you should or should not place it.


Published on 6 years, 5 months ago

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Perception Vs Reality: Part 2


Episode 87


We have so much to say about our topic that we had to divide it into two parts. Jim and Dan expand their thoughts about how people need to make investment decisions based on reality rather than perce…


Published on 6 years, 5 months ago

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Perception Vs Reality: Part 1


Episode 86


Oftentimes people make investments based on their perceptions, which may not entirely line up with reality. Let's make sure that you are making realisitic retirement plans.


Published on 6 years, 5 months ago

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Top Financial Fears


Episode 85


Some financial topics can be so worrisome that you don't even want to talk about them. Let's shed some light on some of the top financial fears that nobody talks about, so that you can confront your …


Published on 6 years, 6 months ago

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Are You Really An Investor?


Episode 84


Today we'll be challenging your mindset as an investor. Is that the best way to think about yourself as you try to save for retirement?


Published on 6 years, 6 months ago

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Retirement Assassins


Episode 83


There are many things waiting in the shadows to sabotage your retirement plans. Let's identify some common "financial assassins" and how to deal with them.


Published on 6 years, 6 months ago

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How Do You Know?


Episode 82


You may think you know everything necessary to plan for retirement, but how do you know that? Jim and Dan will give answers to some of the most important financial planning questions.


Published on 6 years, 6 months ago

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Handling Major Life Changes


Episode 81


One of the only constants in life is change. With it being so inevitable, what matters the most is how you deal with change. Jim and Dan can guide you through some possible financial changes you migh…


Published on 6 years, 6 months ago





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