Podcast Episodes

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, 3 months 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, 3 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, 4 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, 4 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.

See omnystudio.com/listener for privacy…

6 years, 4 months ago

Tim Tebow Interview

Former UF Quarterback Tim Tebow is having a worldwide impact with his charity work. Charisse sat down with him to find out about his great work and h…

6 years, 4 months ago

Congress approves huge changes to IRAs and 401ks

The Secure Act was approved at the very end of 2019. We discuss what it means for your retirement planning.

See omnystudio.com/listener for privacy in…

6 years, 4 months ago

Women are unhappy with the financial industry

A study found that of all the services women use, they are most dissatisfied with financial services. Why is that and how can we do better?

See omnyst…

6 years, 5 months ago

You need a tax savvy advisor

There’s a study that says ONE THIRD of your spending in retirement will related taxes! Do you have a plan for that?

See omnystudio.com/listener for pr…

6 years, 5 months ago

Proposed changes to your 401k

Both Congress and the IRS have some new ideas on how to treat your 401k in retirement. Plus help with your Social Security decision.

See omnystudio.co…

6 years, 6 months ago