Why August Is the Best Time to Start Year-End Financial Planning
Why August Is the Best Time to Start Year-End Financial Planning by Scott Searles | August 7th, 2026 As summer begins winding down, most people aren’t thinking about year-end [...]
Is the AI Investment Boom Creating Opportunity or Excess?
Is the AI Investment Boom Creating Opportunity or Excess? What Long-Term Investors Should Consider By Scott Searles | June 26th, 2026 Artificial intelligence has become one of the largest [...]
Retiring in an Uncertain Market: Why Income Strategy Matters More Than Market Timing
Retiring in an Uncertain Market: Why Income Strategy Matters More Than Market Timing By Scott Searles | May 8th, 2026 The Wrong Question Most Retirees Are Asking When markets [...]
Private Equity Payouts: How to Avoid a Surprise Tax Bill
Private Equity Payouts: How to Avoid a Surprise Tax Bill By Scott Searles A private equity payout often represents years of work coming together. It also tends to introduce [...]
Market Volatility in 2026
Market Volatility in 2026: Why Retirement Income Planning Matters More Than Ever By Scott Searles | March 27th, 2026 Market volatility has a way of getting everyone’s attention—usually at [...]
2026 Retirement Plan Contribution Limits: What the New Numbers Mean for Your Strategy
2026 Retirement Plan Contribution Limits: What the New Numbers Mean for Your Strategy by Scott Searles | March 6th, 2026 Each year, the IRS adjusts retirement plan contribution limits [...]
Don’t Gamble With Your Nest Egg: Lessons From Your Favorite Game Shows
Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance.
What Financial Advisors Wish Every Investor Knew
Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood.
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).
How Money Ads Catch Your Attention
We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us. For this episode, we just perused the internet for a couple of hours and kept track of various financial planning, investing and retirement ads we came across. Let’s pick apart these messages that popped up and see if it helps us become savvier savers.
