Using Hindsight To Develop A 20/20 Financial Vision

Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror.

By |2021-01-14T22:31:57-05:00October 15th, 2020|Podcasts|Comments Off on Using Hindsight To Develop A 20/20 Financial Vision

Let’s Put Your IRA Under Some Scrutiny

The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons.

By |2021-01-14T22:32:05-05:00September 17th, 2020|Podcasts|Comments Off on Let’s Put Your IRA Under Some Scrutiny

Here Are Some Easy Ways To Ruin Your Retirement

Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine).

By |2021-01-14T22:32:09-05:00September 3rd, 2020|Podcasts|Comments Off on Here Are Some Easy Ways To Ruin Your Retirement

History Lesson: What Do These US Financial Institutions Actually Do?

Let’s learn a little more about our nation’s history. Specifically, since this is a “financial” show, let’s take a look at some of our country’s largest and oldest financial intuitions and learn a little about how they were established, what role they play today, and give you some fun trivia about them along the way. Have you ever wondered how The Federal Reserve and Department Of The Treasury differ? How the NYSE compares with the NASDAQ, Dow Jones, etc...? What the Mint prints other than coins? Then this is the show for you as we'll explore those ideas and more.

By |2021-01-14T22:32:14-05:00August 20th, 2020|Podcasts|Comments Off on History Lesson: What Do These US Financial Institutions Actually Do?

Estate Planning & Elder Law With Joseph Motta

One thing is certain: at some point in time, all of us won’t be alive on this Earth. This means that we all need proper estate plans. Many people, however, fail to set their estate plans up correctly, keep them up to date, or even title their assets properly – and as many as 60% of Americans don’t have a plan at all. That is why today we are joined by Joseph L. Motta, an Estate Planning & Elder law attorney, to shed some light on the subject.

By |2021-01-14T22:32:19-05:00August 6th, 2020|Podcasts|Comments Off on Estate Planning & Elder Law With Joseph Motta

Traditional vs. Roth IRAs

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.

By |2021-01-14T22:32:25-05:00July 16th, 2020|Podcasts|Comments Off on Traditional vs. Roth IRAs

Lessons From Keyboard Warriors

The comments section in any article is usually an entertaining section to browse if you're looking for more perspectives, or if you just enjoy drama. But how much should you actually take away from the advice offered by these "keyboard warriors"? Scott will delve into the comments section of a recent financial article and offer his insight.

By |2021-01-14T22:32:47-05:00July 2nd, 2020|Podcasts|Comments Off on Lessons From Keyboard Warriors

Hidden Gems

If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Let’s talk about some of the accounts that people tend to ignore for too long.

By |2021-01-14T22:32:50-05:00June 18th, 2020|Podcasts|Comments Off on Hidden Gems

Financial Terms You Should Know During The Pandemic

The Coronavirus pandemic has likely led to you hearing a lot more financial buzzwords and it’s possible you aren’t familiar with some of the terms getting thrown around. Let’s take a look at some of the most popular ones and see what we can learn from them.

By |2021-01-14T22:32:55-05:00June 4th, 2020|Podcasts|Comments Off on Financial Terms You Should Know During The Pandemic

Should You Tap Into Your Retirement Accounts To Make It Through The Crisis?

The Coronavirus stimulus bill now makes it easier for Americans to withdraw money from their 401(k)s and other types of retirement accounts. Is this a wise choice to help ease the burden of the crisis? Plus, we debut the "Shelter In Place Movie Review" segment on the show.

By |2021-01-14T22:32:59-05:00May 21st, 2020|Podcasts|Comments Off on Should You Tap Into Your Retirement Accounts To Make It Through The Crisis?
Go to Top