Spotting Problematic Personalities of Rogue Advisors

Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals. But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn't the right fit for you? We’ll find out in today’s episode as we explore how to identify “The Ghost," “The Jargon Juggler," “The Chameleon,” and several more. And what should you do if you encounter them?

By |2023-08-16T11:47:26-04:00August 17th, 2023|Podcasts|Comments Off on Spotting Problematic Personalities of Rogue Advisors

Mastering Retirement Cash Flow (Part 2): Understanding Income

Get ready for part two of our Retirement Cash Flow series! This time, we're diving into the income side of the equation. In part one, we tackled the ins and outs of your expenses in retirement. Now, it's all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow!

By |2023-08-02T16:30:46-04:00August 3rd, 2023|Podcasts|Comments Off on Mastering Retirement Cash Flow (Part 2): Understanding Income

Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k).

By |2023-07-18T16:52:05-04:00July 20th, 2023|Podcasts|Comments Off on Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses

In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement.

By |2023-07-05T19:30:03-04:00July 6th, 2023|Podcasts|Comments Off on Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses

Retiring With Honors: Financial Planning Lessons From The Classroom

From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from these other professions. Today, we’re seeing what we can learn from teachers and the issues they face.

By |2023-06-14T09:44:09-04:00June 15th, 2023|Podcasts|Comments Off on Retiring With Honors: Financial Planning Lessons From The Classroom

Trust The Experts? Breaking Down Commentary Surrounding The String Of 2023 Bank Collapses

Silicon Valley, Credit Suisse, and First Republic are just a few banks that have experienced either incredible turmoil or complete collapse in the past few months. How should the average American respond with their money? Do you pull it all out in cash and store it under your bed? Should you throw all your money into depressed bank stocks in hopes of riding a wave back up in case a recovery occurs? In today’s episode, we’ll shed light on those questions and more by analyzing what some experts across the world are saying about the crisis.

By |2023-05-31T10:42:54-04:00June 1st, 2023|Podcasts|Comments Off on Trust The Experts? Breaking Down Commentary Surrounding The String Of 2023 Bank Collapses

Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes

Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relationship with money. We’ll also contrast them with the way more recent crises have shaped our financial views and decisions in the short term.

By |2023-05-12T19:04:04-04:00May 18th, 2023|Podcasts|Comments Off on Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes

A Comprehensive Dismantling Of 2023’s Top Social Security Myths

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about.

By |2023-05-02T17:02:29-04:00May 4th, 2023|Podcasts|Comments Off on A Comprehensive Dismantling Of 2023’s Top Social Security Myths

Fore Your Retirement: What Golf Teaches Us About Financial Planning

Are you a golfer? Even if you're not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won't necessarily guarantee your overall success. And just like you need different clubs in your golf bag to play a round, you need a well-balanced approach to your investments in retirement.

By |2023-04-17T15:52:59-04:00April 20th, 2023|Podcasts|Comments Off on Fore Your Retirement: What Golf Teaches Us About Financial Planning

Retirement Expenses For Which You Forgot To Plan

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.

By |2023-04-05T10:56:55-04:00April 6th, 2023|Podcasts|Comments Off on Retirement Expenses For Which You Forgot To Plan
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