Investing

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 65: Are These Retirement Statistics Encouraging or Disturbing?

We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based on this information.

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Ep 64: Counting Down the Days Until Retirement

Those days, months, and years leading up to retirement can start to fill with anxiety about what needs to get done. We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.

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Ep 59: Who Even Needs an Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor

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Ep 46: It’s Just a Joke

Managing finances create plenty of stress each day so let’s take some time to add a little humor to the conversation. Today we’ll tell a few financial planning jokes and see what lessons we can learn along the way.

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Ep 42: Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon…

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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 35: Retirement Planning for Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll talk about the areas where Dale sees the biggest trouble areas when it comes to planning.

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Ep 34: Gamestop Stock Mania

Whether you follow the market closely or not, you’ve probably seen the headlines about Gamestop stock. Join us as we get Dale’s perspective on what’s happening, what’s next, and what lessons we can take from this.

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