taxes

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 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 26: Agree or Disagree With These Financial Strategies?

Should you always pay off your house as soon as you can? Do you need life insurance when you retire? Find out if we agree or disagree with these financial strategies.

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Ep 20: Is Your Advisor Doing This?

Does your financial advisor look at your tax returns? What about the fees in your in-vestments? We’ll explain how your advisor should be helping you.

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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 2: Choosing Between a Traditional vs Roth IRA

The traditional IRA has long been the popular retirement account for investors but the
Roth is making up a lot of ground. Let’s explore the differences between the two and
help you understand why you might choose one over the other.

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