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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 58: Planning for The Things We Can’t Predict

There are a lot of things in life we can’t predict, but we have to plan for them anyway.

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Ep 50: Overconfidence in Financial Planning

Overconfidence in financial planning can cause a lot of issues. It’s best to meet with a financial planner to keep you level-headed and informed on an expert’s opinion.

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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 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 9: Social Distancing Your Finances

Some investment options shouldn’t be anywhere near each other because they have totally different goals. Let’s apply the popular social distancing phrase to our finances and look at four situations where these products need to stay separated.

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