Podcast

Ep 70: Investing for Geniuses

People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Today we’re looking at some common characteristics of highly intelligent people that you should apply to your financial life. From being adaptable to learning from others, here are the top tips you need to know to…

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Ep 69: Retirement Vacation Planning

Most people spend more time planning vacations than planning retirement. It sounds ridiculous, but it’s absolutely true. Today, we’re going to trick you into planning for retirement by pretending to plan for a vacation. Ready? Let’s go! Here’s some of what you’ll learn in this episode: Where are you going to stay? (1:15) Where will…

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Ep 68: The Desire to Retire

Different people have different levels of desire when it comes to finding their retirement date. Today we’re exploring these different levels of desire. Which of these statements below sounds most like you and your retirement plan? Here’s some of what you’ll learn on this episode: I don’t see myself ever retiring. I love what I…

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Ep 67: Financial Planning and Disney World

Disney World is a fun place, but it can also teach us a lot about financial planning. For instance, you might enjoy riding Space Mountain in the dark, but when it comes to your retirement plan, you don’t want to enter it blindly. Today we’ll talk about some of the most iconic rides at Disney…

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Ep 66: Overrated Concepts in the Financial World

Many things in the financial world are critical to your future financial success. But not everything is all it’s cracked up to be. For example, saving money on taxes is wonderful. You don’t want to pay Uncle Sam any more than you have to. But that shouldn’t be the primary advantage of an investment. From…

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Ep 65: Inheritance 101

Not everyone inherits money, but for those who do, there are some things you need to know. Today we’re answering some common questions we get about this topic. From tax implications to common mistakes we see people make, we are here to make sure your current or future inheritances go smoothly. We’ll explain what steps…

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Ep 64: Retirement Planning With Mr. Miyagi

Do you remember the movie, The Karate Kid? Mr. Miyagi was the legendary Karate Kid mentor and famously said, “Wax on. Wax off.” He helped the karate kid, but his advice can also help you with your finances. Today we’ll take a trip down memory lane and learn about money management at the same time….

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Ep 63: Mailbag: Money From Grandma and ETFs vs. Mutual Funds

We’re opening up the mailbag today to answer your questions. We got a lot of good feedback and had some interesting questions come in. On today’s show, we’ll share whether you should have a budget when you retire and live on a fixed income, whether ETFs are better than mutual funds, and more. Today’s Rundown:…

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Ep 62: Mental Blocks That Mess Up Your Finances

Many of us get mental blocks from time to time. But did you know these blocks can also impact your financial planning? We’ll explain what IKEA and bikes have to do with optimism and pessimism and why you might be handling your finances the wrong way. Today’s Rundown: How the “IKEA-effect” causes us to place…

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Ep 61: Financial Lessons From Financial Songs

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.

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

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.

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Ep 58: A Message For The Good Savers

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.

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Ep 56: Challenging Conventional Wisdom in Finance

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

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Ep 54: Money Lies We Tell Ourselves

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?

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Ep 53: DIY Financial Planning

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.

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Ep 52: Financial Wisdom From The Andy Griffith Show

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.

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

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.

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

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.

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Ep 49: Do You Want to Retire Early?

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.

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