Podcast Episodes

Is there a time when "greed is good"?

The movie line was "Greed is good". When you get closer to retirement, it may be time to be "greedy" and grab some profit for your future.

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5 years, 6 months ago

Should the election affect your investments?

What happens to the market and the tax landscape after the election? Is there something you should be doing now to protect your money?

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5 years, 6 months ago

Medicare 101

The open enrollment window for Medicare starts Oct 15th. What do you need to know if this is your first experience with this or if you are considerin…

5 years, 7 months ago

Is Monopoly a game of luck or skill?

We have discovered that there are a lot of life and financial planning lessons in the game of Monopoly.

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5 years, 7 months ago

You’ve got to DO THE MATH!

One survey found only 4 in 10 people know how much income they will need each month in retirement. You don’t have a plan without this number!

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5 years, 8 months ago

Let’s “Do the Math” on your retirement

Suze Orman says the "60-40" portfolio is dead. Charisse looks at that and other outdated financial strategies.

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5 years, 8 months ago

Help! I’m running out of money.

A new survey looked at people who retired from 1992 to 2014 and found almost 50% of respondents had to dial back their lifestyle and spending because…

5 years, 8 months ago

Why should you get a second opinion on your plan

Have you ever wondered if your financial plan is missing something or out of date? If so, it’s time to test your retirement.

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5 years, 8 months ago

What happens if the market goes down right when I retire

The market giveth and it taketh away. But what if that happens at exactly the WRONG time?

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5 years, 8 months ago

Will the market be too risky over the next 6 months?

There are plenty of headwinds for the market and the economy to move through on the way to recovery. Can you risk your retirement money that it will …

5 years, 9 months ago