ALL EPISODES

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Ep 17: Are You Out of Tune Financially?

Let’s talk about some of the areas where people get out of tune, financially speaking. There are several main areas people struggle with.

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Ep 16: How to Spot Villains in the Financial World

Villains in the movies are usually pretty easy to identify, but villains in the financial world aren’t always so easy to identify. Here’s how to recognize them.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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