Podcast Episodes
Back to SearchRetirement Planning No Matter How Much Money You Have
Season 1 Episode 25
Have you ever wondered if how you plan and invest in retirement should vary given the size of your nest egg? Do the planning and investing principles…
1 year, 11 months ago
Listener Questions
Season 1 Episode 24
As you can imagine, we get asked a lot of questions by our listeners and people in the community. Many of these questions are similar in nature but m…
2 years ago
Retirement FAQs
Season 1 Episode 23
Many people wonder how they're doing in retirement compared to others because oftentimes retirees don't disclose their financial position with each o…
2 years ago
Estate Planning
Season 1 Episode 22
When most people think about financial planning, they think about money. That makes sense, but if you overlook the crucial cornerstone of Estate Plan…
2 years ago
Now Is the Time to Lock in Yields before the Feds Lower Interest Rates
Season 1 Episode 21
While investing isn't easy and often takes a lot of guts and patience, rarely do we get clear signs of what to buy and when to buy it. This is one of…
2 years ago
Foundations of a Solid Retirement Plan
Season 1 Episode 20
If you try to build a house on a shaky foundation, you run the risk of the entire house collapsing. The same is true of your retirement plan. We're d…
2 years, 1 month ago
How to Know if Investing for Income Is Right for You
Season 1 Episode 19
As Income Specialists, we have seen that it makes a lot of sense for most of you to shift your investment focus from growth to income in the years ju…
2 years, 1 month ago
Investment Definitions in Plain English, Part 2
Season 1 Episode 18
Wall Street just doesn’t define investment terms very well. In fact, our industry is known for using a lot of confusing jargon. Join us for the secon…
2 years, 1 month ago
Investment Definitions in Plain English, Part 1
Season 1 Episode 17
Wall Street just doesn’t define investment terms very well. In fact, our industry is known for using a lot of confusing jargon. Join us for this epis…
2 years, 1 month ago
It's About What You Keep
Season 1 Episode 16
People often talk about how much income they earn. In retirement, it's not about what you make; it really comes down to what you can keep. What are t…
2 years, 2 months ago