Podcast Episodes
Back to SearchOutlining Your Retirement Strategy
When you think about retirement, having a strong outline of the primary elements can put you way ahead of the game when you reach that milestone. Joi…
1 year, 1 month ago
The Bias of Wall Street
As human beings, we're all biased, and it's important that we know that about ourselves. If you're working with a financial advisor, it's critical th…
1 year, 1 month ago
Common Retiree Questions
Retirement can be challenging and brings up lots of questions, regardless of how much money you have. We know these questions can weigh heavily on yo…
1 year, 1 month ago
How to Invest No Matter What Happens to the Economy with Trump 2.0
What comes to your mind when you hear the phrase "Trump 2.0?" Maybe you feel positive emotions, perhaps you are scared, or maybe you worry that the s…
1 year, 1 month ago
DOGE Your Budget In Retirement
Have you ever wondered what it might be like to have Elon Musk take a look at your monthly expenses? Do you think he might find some pork if he rumma…
1 year, 2 months ago
The Big Five of Income Investing
What comes to your mind when you hear the phrase "The Big Five?" Is it the five widely known personality traits or perhaps the big five animals from …
1 year, 2 months ago
Avoiding Extremes in Your Retirement Plan
Are you the kind of person that tends toward extremes in your life, or do you prefer to keep it in the middle of the road? Regardless of which type o…
1 year, 3 months ago
How Much Can I Take?
Season 1 Episode 48
How much money can you comfortably take from your investments when you retire? This is a common question that we often get in our office. If you don'…
1 year, 3 months ago
Minimizing Surprises in Retirement
Season 1 Episode 47
Birthday surprises, surprise trips, financial surprises...Not all surprises are equal. Whether you love or despise them, we all have one thing in com…
1 year, 3 months ago
Back to Basics for 2025
Season 1 Episode 46
One of our favorite aspects of a new year is the fresh start! It provides an opportunity to reflect on the previous year and put new plans in place. …
1 year, 3 months ago