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.
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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.
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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 49: Mind the Gap
Financial gaps will happen without a detailed assessment of your retirement plan, and that can keep you from living confidently in retirement. Let’s look at the most common ones we see in plans and what we do to help fill those gaps.
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Ep 48: Red Flags in Your Finances
Are you missing these financial red flags? Depending on how you answer these questions, this may be your sign to speak to a financial advisor about planning and diversifying your portfolio correctly.
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Ep 47: What Retirement Are You Living For?
All that hard work you’re doing isn’t just to earn and save money. There are bigger reasons for retirement and we want to explore that on this episode. What are you living for? Let’s talk about the common motivations we find people have and discuss how we help them reach those goals.
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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 44: SECURE Act 2.0 – What to Know
The possibility is out there that new amendments could be made to the SECURE Act, which was originally passed in late 2019 and took effect at the beginning of 2020. What changes might be coming and what do you need to be aware of?
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Ep 43: Not Your Father’s Retirement
Every generation’s retirement comes with a new set of challenges but today’s retirees have a lot more on their plate than their parents did. Let’s take a look at the biggest retirement challenges facing people today and how planning has changed because of them.
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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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