walter

Ep 61: Financial Lessons From Financial Songs

September 15, 2022

Whether it’s “bills, bills, bills” or “take the money and run,” we’ve got some song lyrics that hit home when it comes to your finances.

Ep 60: Mailbag: Short-Term Loans, Staying Conservative, and More

September 1, 2022

Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about short-term loans, whether you should be a conservative investor and what’s a good withdrawal rate.

Ep 59: Personal Training & Financial Planning

August 18, 2022

There are a lot of principles from the personal training and fitness world that we can apply to retirement planning. Let’s explore some similarities and learn how to increase our level of financial fitness.

Ep 58: A Message For The Good Savers

August 4, 2022

So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily.

Ep 57: The Weaknesses in 401(k) Accounts

July 21, 2022

The 401(k) and other employer-sponsored retirement plans can be a great tool to save for retirement but they aren’t perfect. Identifying the weaknesses within these accounts will help you better invest for your future.

Ep 56: Challenging Conventional Wisdom in Finance

July 7, 2022

Conventional wisdom isn’t always so wise. Today we’re discussing a few examples where financial conventional wisdom might lead you astray.

Ep 55: Planning Your Retirement Like a Vacation

June 16, 2022

It’s often said that the average person spends more time planning vacations than planning retirement. Today we’re going to plan for retirement by pretending like we’re planning a vacation.

Ep 54: Money Lies We Tell Ourselves

June 2, 2022

We’re all guilty of telling ourselves money lies from time to time. The lies we tell can change the way we think and act when it comes to finances. Are you guilty of any of these specific money lies?

Ep 53: DIY Financial Planning

May 19, 2022

People love do-it-yourself projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design and how to do those things without professional help. Today we’re talking about the DIY mentality in retirement planning.

Ep 52: Financial Wisdom From The Andy Griffith Show

May 5, 2022

Many of the retirees we work with today grew up watching the Andy Griffith Show and can probably whistle the theme song on cue. Let’s have some fun today and talk about what can we learn about financial planning from the classic tv show? We’ll share some quotes from the famous show and explain how they relate to you retirement.

Ep 51: Mailbag – Job Offer, Taxes, and Wedding Budgets

April 21, 2022

Should you take a job with a higher salary but worse health insurance? Is there a way to not owe the IRS so much in taxes each year? These are a few of the mailbag questions we’re answering on today’s show.

Ep 50: Are You Asking the Wrong Questions About Your Finances?

April 7, 2022

A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be.

Ep 49: Do You Want to Retire Early?

March 17, 2022

Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for you.

Ep 48: How Delayed Gratification Can Help Your Finances

March 3, 2022

Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is the other areas of your life. Let’s talk about some instances where you might be faced with a choice of being satisfied now or satisfied later.