retirement planning

Ep 81: SECURE Act 2.0 – Retirement Planning Change to Know

Another round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. This added a long list of provisions to the original bill that took effect at the start of 2020. Retirees and pre-retirees need to understand what this new legislation means,…

Read More

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:…

Read More

Ep 74: The Money Gridiron – What Football Teaches Us About Retirement Planning

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning.

Read More

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.

Read More

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.

Read More

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.

Read More

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.

Read More

Ep 62: The Retirement Diet – Fixing Unhealthy Financial Habits

On this episode, we’re going to look at the many of the similarities between health and finance and discuss what we can do to fix those unhealthy habits.

Read More

Ep 61: Home Run Retirement Planning

What can we learn about retirement planning in the baseball playbook? Today we explore what it takes to score a retirement home run.

Read More

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

Read More