Podcast Episodes

Is your financial plan suddenly out of date?

Even if you created a financial plan just 6 months ago, the current financial crisis may mean you’ll have to re-think some of your strategies.

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6 years, 1 month ago

The markets – One step forward, one step back

The volatility continues, on Wall Street. Why?  Plus, is your financial advisor earning their money right now?

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6 years, 1 month ago

Could you run out of money due to Sequence of return risk?

Putting money in the market for retirement comes with some risk, but when you start drawing that money out to live on it puts you into a whole new ri…

6 years, 1 month ago

Actionable steps to take with your money during this market pullback

There are large numbers of people that are doing nothing right now with their money. Is that a good strategy? If you do take action, what do you do?

S…

6 years, 2 months ago

How are you handling all the negative news?

The headlines and talking heads are pretty bleak right now. How do you get past that with a positive attitude and make positive financial moves for y…

6 years, 2 months ago

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, 2 months 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, 2 months 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, 2 months 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, 3 months 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, 3 months ago