Podcast Episodes
Back to SearchHow to Invest for Retirement in an Uncertain Market
Episode 179
Today I'm talking about investing and planning for retirement during uncertain times.
In fact, I was recently invited to discuss this topic with Cale…
3 years, 4 months ago
Financial Advisors (Part 5): Answering FIVE Frequently Asked Questions
Episode 178
Today I'm wrapping up our series on Financial Advisors by answering five common questions.
Questions such as:
How important are professional designa…3 years, 4 months ago
Financial Advisors (Part 4): Should You Work With a Fiduciary + How to Find an Advisor
Episode 177
Today I'm tackling part four of our series on financial advisors.
Specifically, I'm covering three BIG things:
What is a fiduciary financial advisor…3 years, 5 months ago
Financial Advisors (Part 3): What Fees Do Financial Advisors Charge
Episode 176
Today I'm sharing the different ways financial advisors charge for their services.
In fact, there are FOUR main fee structures you might come across …
3 years, 5 months ago
Financial Advisors (Part 2): The 5 Different Types of Advisors
Episode 175
Want to support my upcoming book and help improve financial literacy?
To encourage your support, I'm running a "buy one, give one" campaign.
Here's …
3 years, 6 months ago
Financial Advisors (Part 1): What Are They + What Do They Do
Episode 174
Today I'm kicking off a multi-part series on Financial Advisors.
(I'm also sharing a BIG announcement with everyone! 🥳)
Here in Part 1, I'm covering…
3 years, 6 months ago
Should Retirement Savers Own Bonds?
Episode 173
Bonds are on track for their worst year in history.
In response, retirement investors are concerned (rightfully so) and questioning their bond alloca…
3 years, 7 months ago
3 Important Facts About State Taxes in Retirement
Episode 172
Today I'm talking about state taxes (in retirement!).
Specifically, I'm sharing three important facts that often fly under the radar.
I'm also cleari…
3 years, 7 months ago
3 Retirement and Tax Planning Updates for 2023
Episode 171
Today I'm sharing three retirement and tax planning updates for 2023.
Specifically, I'm sharing a summary of important changes to:
Social Security p…3 years, 8 months ago
How to Invest During a Lost Decade
Episode 170
Recent headlines suggest stocks could be flat (or negative!) for the next 10 years.
The technical for this is "lost decade."
And these headlines hav…
3 years, 8 months ago