Retirement Strategy

Ep 79: The Desire to Retire

People have different feelings when it comes to their desire to retire. We broke this concept down into five sections that we will explore today. Our goal is to help you determine which category you fall into so you can be sure your financial plan aligns with your desire to retire. Here’s some of what…

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Ep 78: Investor Biases That Can Influence Your Decisions

Investor bias is a common phenomenon. It’s easy to lose sight of the bigger picture at times, specifically when your retirement is on the line. In this episode, we will be learning about the different biases that tend to affect investors the most. Listen to see if you fall into any of these categories and…

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Ep 77: Don’t Screw Up Your Retirement Plan

As you approach retirement, you might catch “Sudden Decision Syndrome”. It’s important to avoid making big decisions before retirement so you don’t mess up your plan. In this episode, we will cover some of the things you want to avoid just before or right after retirement. Here’s some of what you’ll learn on this episode:…

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Ep 75: Warning Signs – How To Spot Problems In Your Financial Life

Just like the lights on your dashboard can indicate if something is wrong with your car, like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. On today’s show, we’ll explain why your net worth, your view…

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Ep 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

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Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

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Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

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Ep 70: Should You Follow These Retirement Rules of Thumb?

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fac

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Ep 69: Navigating Retirement and Divorce

We are going to discuss a tough topic today, divorce. Going through a divorce at any age is difficult but doing so close to or in retirement adds additional complications. There are a lot of little nuances that go along with splitting your assets and it can be an emotional investment as well.

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Ep 68: Retirement Planning Pop Quiz

Can you get an A+ on this retirement planning pop quiz? Don’t worry too much about acing this quiz though, there’s always time to improve your grades.

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