income planning

Ep 39: How Long Will a Million Dollars Last?

Could you retire off a million dollars? Yahoo! released a survey about how long that much money would last in different cities around the country. Let’s discuss the statistics and explain the process for determining how much money you’ll need for retirement.

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Ep 38: What Basketball Can Teach Us About Retirement

We always enjoy March Madness when it rolls around and we thought it might be fun to tie it into what we do everyday. Join us as we explore some of the strategies and rules of basketball and determine how they apply to retirement planning.

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Ep 37: State of the American Pension Plan

Is the pension becoming a thing of the past? More and more people are having to create income plans that don’t include a pension and it can present a different set of challenges. Today we’ll discuss the state of the American pension plan and what you need to know with and without one.

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Ep 33: Mailbag – Social Security, Life Insurance, Legacy, & the Market

Is it okay to start Social Security before you retire? What about life insurance as a way to generate retirement income? We answer these questions plus a couple more that listeners have sent into the show.

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Ep 26: The Financial Forecast

The change from summer to fall always gets us talking about the change in weather so we thought we’d carry that conversation over to the podcast. Join us as we provide correlations between what we see in the weather with how we prepare our finances.

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Ep 25: Obsolete Retirement Planning Ideas

There are plenty of financial planning strategies that have been passed down to each generation without losing effectiveness, but not everything can stand the test of time. Today we’ll identify five planning ideas that are either becoming obsolete or already hold little value anymore.

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Ep 21: Being Honest With Yourself Financially

The Game Plan Before you reach retirement, it’s important that you take an honest look at yourself and your situation. Truly understanding where you want to go and what approach you want to take to get there will help you build the best retirement plan. Today we’ll lay out a list of questions you should…

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