risk

Ep 58: A Message For The Good Savers

August 4, 2022 Podcast

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 45: Don’t Make These Excuses

January 20, 2022 Investing, Podcast

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 42: What We Wish You Knew About the Financial Industry

December 2, 2021 Financial Planning, Investing, Podcast

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 24: Why the Final Decade Before Retirement is Crucial

March 4, 2021 Financial Planning

When you’re in the red zone in football, you need to capitalize on the opportunities and not make costly mistakes. The same thing goes when you’re in the red zone leading up to your retirement years. We’ll explain why.

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Ep 10: 5 Types of Financial Risks

August 6, 2020 Podcast, Retirement Strategy

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 7: The Challenges Facing Baby Boomers in Retirement

June 18, 2020 Podcast

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.

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