Podcast Episodes
Back to SearchThe Correct Order for Saving & Investing Your Money
Episode 62
Today I'm sharing the correct order for saving and investing your retirement dollars.
Most people think the first stop for your hard-earned money is…
6 years, 4 months ago
Per Stirpes: How This Funny Word Can Save You From Sending Thousands (or Millions) of Retirement Dollars to the Wrong Beneficiary
Episode 61
Today I'm going to explain exactly what Per Stirpes is.
Per-what?!
Yes, it's a funny Latin legal term but it recently saved my client from sending a…
6 years, 5 months ago
Financial Myth #4: A Traditional 401(k) is Better Than a Roth 401(k) When Saving for Retirement
Episode 60
When you contribute to retirement accounts, you typically have two options:
Contribute pre-tax dollars today, pay taxes in retirement when you withd…6 years, 5 months ago
Financial Myth #3: Election Years Influence Stock Market Returns
Episode 59
We all know 2020 is an election year.
And, it's not uncommon for investors to assume that because it's an election year, the stock must be in for a w…
6 years, 6 months ago
Financial Myth #2: It's Dangerous to Invest at Market Highs
Episode 58
The stock market has been screaming upwards for over 10 years now.
Many are worried about putting their hard-earned money in stocks, thinking we must…
6 years, 7 months ago
Financial Myth #1: If Interest Rates Rise, Bonds Will Lose Money
Episode 57
Interest rates are at record low levels.
The bond market in an almost 40-year year bull market.
It's very possible you have heard some version of the…
6 years, 7 months ago
How to Invest in Emerging Markets and Why Most Are Doing it Wrong with Perth Tolle
Episode 56
Perth Tolle is the founder of Life and Liberty Indexes.
And she allocates over 50% of her hard-earned money to emerging markets.
But why?
Why invest …
6 years, 8 months ago
These 3 Social Security Changes in 2020 Don't Just Affect Retirees
Episode 55
There are roughly 69 million Social Security beneficiaries in the U.S.
And these beneficiaries will be witnessing a few changes to their Social Secur…
6 years, 8 months ago
ETFs Rule, Mutual Funds Drool with Ryan Kirlin
Episode 54
Without question, you have heard of Exchange Traded Funds, also commonly referred to as ETFs.
It's a complex topic so I brought in the best person I …
6 years, 8 months ago
What is a Target Date Fund and Should you Invest in One for Retirement?
Episode 53
If you are investing for retirement, you've probably come across target-date mutual funds. You may even be investing in one in your 401K and not real…
6 years, 9 months ago