financial planning

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 55: Planning Your Retirement Like a Vacation

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.

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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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Ep 48: How Delayed Gratification Can Help Your Finances

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.

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Ep 47: Financial Wisdom From Shaq

What can basketball star Shaquille O’Neal teach us about retirement planning? Quite a bit. Let’s examine some of his famous quotes and how they can apply to your life.

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Ep 46: First Steps of a Financial Plan

For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on the first step. Let’s talk about a few possible first steps that you could take.

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Ep 45: Don’t Make These Excuses

We often hear people try to make excuses or explain away some of their questionable financial decisions. On today’s show we’ll explain why these excuses usually don’t hold water.

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Ep 44: How to Should You Handle Market Volatility?

Anytime the market is turbulent, people react in various ways. So, how should you handle rough periods in the market? We’ll share how to handle these tumultuous times.

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Ep 43: Rolling Over Your 401ks Into IRAs

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. But what are the main benefits of rolling an old 401k into an IRA? We’ll explain on today’s show.

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Ep 42: What We Wish You Knew About the Financial Industry

As financial professionals, there are things that we wish everyone knew and understood about the financial industry. Today we are going to share some of the tricks that sometimes get played and how to spot them.

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Ep 41: Financial Wisdom from Mr. Rogers

Mister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV. Did you know that a few of them have some solid financial and investing wisdom hidden inside?

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Ep 40: How to Deal with Financial Stress in Retirement

Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. Today we’re sharing some ways to proactively deal with that stress.

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Ep 39: Retirement Reality Check

Some people need a reality check when it comes to understanding their retirement. You might picture yourself retired on a beach or a boat, but it might be time to check your dreams.

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