financial planning

Retirement Planning with Winston Churchill

Today we’re diving into the world of retirement planning through the lens of one of history’s most iconic figures, Winston Churchill. While many of us know Churchill for his leadership during World War II, you might be surprised at how much his quotes resonate in the world of retirement strategy.

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What Your Advisor Might Be Missing

Far too often, people aren’t receiving the advice they truly need from their financial advisors. It’s not uncommon for financial professionals to focus solely on managing investments, overlooking the broader context of clients’ aspirations, dreams, and lifestyle goals. Tune in to discover what your advisor might be missing…

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Six Reasons to Consider Roth Conversions

In today’s conversation, we’re going to focus on six key reasons why a Roth conversion might be a game-changer for your financial future. As the dreaded April 15 tax deadline approaches, Mark is here to share why this strategic tax approach makes sense for just about everyone and is a great retirement vehicle to consider.

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The Financial Cereal Bowl

What can our favorite cereals teach us about financial planning? Much like selecting cereal, choosing financial products involves a myriad of options, each with its own set of benefits and drawbacks. From healthy and sensible choices to the flashy and appealing, Mark and Ron draw parallels between cereal selection and financial decision-making in today’s episode.

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Retirement Planning with Ron Swanson

Believe it or not, you can learn a lot about retirement from the show ‘Parks and Recreation’, especially from the character Ron Swanson, played by Offerman.

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Retirement Planning with Johnny Carson

Johnny recognized this fact many years ago, and it’s still true today. When the news is more about entertainment than information, it can lead to people having too much anxiety about what’s going on around them because of the way things are presented. And that often leads to less than ideal financial or investment decisions.

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Mailbag: What To Do After Paying Off Debt, And More

It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions.

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Long-Term Care Planning

On the list of dozens of retirement-related concerns, how high on the list does the potential need for long-term care rank for you? If you live long enough, chances are you will need extra medical help, and those expenses can add up quickly. On today’s show, we’ll share some questions you should consider when deciding whether you need long-term care insurance.

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Mailbag: Getting Your Spouse on Board, Life Insurance, and More

It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. Today we will discuss what to do if your life insurance cash value is getting lower, how to get your spouse more involved in finances, and when to walk away from your job, 401(k), and stock options.

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Crisis or Opportunity?

Where some people see a crisis, others see an opportunity. Some of it has to do with your mindset, and some of it might have to do with the circumstances of your life. Whether you’re navigating a market crash, have an empty nest, or get laid off, we’ll explain the good and bad that can come from these life experiences.

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Ep 77: Your Financial Weather Forecast

There are financial lessons to be learned from almost every area of life. So, let’s see what we can learn about retirement planning from things that get discussed on the Weather Channel. Join us for a unique and insightful lesson on financial planning through weather-related analogies.

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Ep 76: Grading Your Financial Competency

How much do you know about your own finances? Do you know how much you spend, how much risk you have, and what you’re paying in fees? In today’s episode, we’ll challenge you to assess your financial competency by asking you these crucial questions and more.

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Ep 75: Mailbag – Write-Offs From Airbnb, Health Insurance And More

It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. This episode could be very helpful if you’re looking to improve your financial situation and prepare for retirement. We will discuss whether to turn your guesthouse into an AirBnB, when to get Medicare, and more.

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Ep 74: Financial Wisdom From Steve Martin

Steve Martin is a well-known American actor, comedian, writer, producer, and musician. As it turns out, we can learn a lot about retirement from some of his most famous quotes. In today’s episode, we’ll use his words to share wisdom about persistence, talent, choices, income planning, and more.

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Ep 73: The Differences in Traditional vs. Roth

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. We are here to explain the difference between the two accounts and help you determine what account would be best for your financial goals. We want to help you keep as much of…

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Ep 72: Financial Wisdom From Yogi Berra

Yogi Berra was a sports icon and one of the most quotable people to ever live. And when we look at some of his quotes through the right prism, they can teach us some lessons about financial planning. Yogi loved to state the obvious in a funny, quirky way. From “A nickel ain’t worth a…

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Ep 71: Putting Those Old Accounts to Work

If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Today we’ll talk about some of the accounts that people tend to ignore…

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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 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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