Podcast Episodes

Steps you can take right now to minimize losses

Market events like this tend to paralyze us. What can you do?

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6 years ago

Rattled by these wild market swings? It’s time to take action.

The market roller coaster continues. What are your options?

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6 years ago

Volatility is back on Wall Street. What is your move?

The Corona Virus, Super Tuesday, A Fed rate cut and daily swings of hundreds of points. Should you be on this market roller coaster?

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6 years, 1 month ago

A wild week on Wall Street with the Corona Virus

The Corona Virus shows up on Wall Street with some of the worst numbers in 2 years. How do you react as a retirement saver?

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6 years, 1 month ago

Shining the light on what’s robbing your wealth

There are unknown and unseen forces eating away at your retirement wealth. Charisse talks about finding and fixing them.

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6 years, 1 month ago

Beyond the Basics

We brought in an article this week that says a good financial advisor goes “Beyond the Basics.” What are the basics, and what should we expect beyond…

6 years, 1 month ago

Do the retirement rules of thumb still work?

Does taking 4% of your money still insure that you won’t run out of money in retirement? Maybe it’s time to take a fresh look at the retirement “Rule…

6 years, 2 months ago

A 10 year look back is not enough

The financial industry likes to get you a 10-year history of mutual funds, stocks, bonds, and portfolios. Charisse explains why that is not working a…

6 years, 2 months ago

Bruce & Chris Arians interview

Recently Charisse sat down with the new coach of the Tampa Bay Buccaneers, Bruce Arians and his wife Chris. They talked about their charitable work a…

6 years, 2 months ago

The Taxman is coming for you

Many people believe they’ll pay fewer taxes in retirement. There are new studies to show that may not be true.

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6 years, 2 months ago