ALL EPISODES

Don’t forget to subscribe to the show on your favorite app…

Ep 15: Are We Playing Chess, Roulette or Poker?

Many financial decisions can be compared to playing chess, roulette or poker. Some use skill and some use luck, and we will explain why.

Read More

Ep 14: What’s Your Spending Personality?

Are you an emotional spender or someone who loves to do research before making a purchase? No matter how you spend money, it’s helpful to know your personality type so you can best plan for retirement.

Read More

Ep 13: Financial Wisdom From Moms’ Favorite Sayings

In honor of all the wonderful mothers, let’s take some of their favorite sayings and apply them to financial planning.

Read More

Ep 12: Top 6 Retirement Google Searches

Mark breaks down the top six financial topics that people search on Google and what you should know about them.

Read More

Ep 11: Don’t Make These Assumptions About Retirement

Are you making assumptions about your retirement and what it will look like? Mark breaks down some of the expectations people have and where you can go wrong.

Read More

Ep 10: 5 Types of Financial Risks

Most people don't know what types of risk they should guard against in their finan-cial planning. We break down five risks and how to address them. Plus, Mark an-swers your mailbag questions.

Read More

Ep 9: 5 Classic Pre-Retiree Mistakes

Everyone gets tripped up by mistakes in retirement planning and sometimes they’re unavoidable. But many times we see pre-retirees make bad decisions that hurt their financial future and they could have steered clear of these with a little assistance. Let’s look at the classic mistakes that we see before answering a few mailbag questions.

Read More

Ep 8: Financial Forecast: How Planning is Like the Weather

Financial lessons can be found everywhere you look, even on The Weather Channel. Today we’re taking four common weather terms and finding the equivalent in retirement planning.

Read More

Ep 7: The Challenges Facing Baby Boomers in Retirement

We work with many, many Baby Boomers so we see and hear the concerns they have heading into retirement. Let’s discuss what challenges are facing this generation and where mistakes often get made during the planning process.

Read More

Ep 6: How to Ruin Your Retirement

After all of the hard work it takes to make it to retirement, why would you go and do anything to jeopardize your finances or your lifestyle? Unfortunately, it happens all too often for a number of different reasons. Today we’ll tell you about some of the most common mistakes people make and what you can do to avoid the same fate.

Read More