Podcast Episodes

039 - What Are The Best Retirement Plan Options for Small Businesses?

On this week's episode: What are the best retirement options for small businesses?

401k Simple IRA SEP IRA Defined Benefit Plan Profit Sharing Tradi…

6 years, 2 months ago

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038 - Scary Markets - What Should I Do?

On this week's episode: Scary Markets - What should I do?

Feel the feelings Let's look at what is normal Review your plan

LET'S CONNECT!

James

Fac…

6 years, 3 months ago

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037 - Should I Just Own the S&P 500 Index?

On this week's episode: Should I Just Own the S&P 500 Index?

What is the S&P 500? What is an index? What is the Russell 3000? What about Internation…

6 years, 3 months ago

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036 - How to Navigate Mortgage Rates, Points, and Other Important Factors

On this week's episode:  A deeper dive on refinancing

Where should you look to refinance? How can you go about it? What to look for: rate, points, a…

6 years, 3 months ago

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035 - Should I Invest In Gold?

On this week's episode:  Should I Invest in Gold?

A brief history of gold Commodity vs. Investment Inflation hedge? Portfolio Diversification

LE…

6 years, 3 months ago

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034 - Do I Need Disability Insurance?

On this week's episode: Do I Need Disability Insurance?

Which is more likely death or disability? What are the most common types? What is disabil…

6 years, 3 months ago

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033 - What Are the Most Important Things to Focus on in Personal Finance?

On this week's episode: What can I really control in my financial life?

What can't I control? What can I control? Savings Rate Mindful spending A…

6 years, 4 months ago

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032 - How Will the SECURE Act Impact You?

On this week's episode:  What changed with SECURE Act?

Required Minimum Distributions (RMD)  Pushed to age 72 IRA Contributions No longer an age…

6 years, 4 months ago

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031 - Should I Leave My Financial Advisor for Vanguard?

On this week's episode:  Should I leave my financial advisor?

What are your options? Balanced Mutual Fund Ex: Vanguard Welling Fund Admiral Share…

6 years, 4 months ago

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030 - Understanding Social Security and How to Maximize Benefits

On this week's episode:

How Social Security works Keys to maximizing Social Security What is the payback on Social Security? Should I delay Social S…

6 years, 4 months ago

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