Coronavirus Update & Financial Dictionary

The Fork In The Road The Coronavirus and other economic forces have caused the stock market to crater and experience some wild ups and downs the past few weeks. It has a lot of investors feeling emotional and worried about their retirement plans. Barbara and Phil will give their opinions...

How To Set Financial & Retirement Goals

The Fork In The Road We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine...

Mailbag Questions: 401(k) Limits, Multiple Advisors, & Socially Responsible Investing

The Fork In The Road We dedicate another episode to answering your questions that have come in from the mailbag. Today we discuss 401 (k) contribution limits, having multiple advisors, and socially responsible investing. Click the play button to listen to this episode! Subscribe Apple Podcasts Google Play Google Podcasts...

Where to Find Bias in Financial Media

The Fork In The Road It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media....

SECURE Act Changes

The Fork In The Road The new year brought big changes to retirement accounts with the SECURE Act so let's talk about the areas you need to pay attention to. Plus, we'll open up the mailbag to cover cash, stock, and retirement planning. Click the play button to listen to...

Which Excuses Keep You From Retiring?

The Fork In The Road Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t...

Mailbag Questions, Part 2

The Fork In The Road Today's show is another mailbag edition. This time around we will answer how much risk is appropriate in retirement, consolidating multiple accounts, and more. VA's Website: https://www.va.gov/pension/  Click the play button to listen to this episode! Subscribe Apple PodcastsGoogle PlayGoogle PodcastsSpotifyStitcheriHeartRadioTuneIn Radio The Team Phillip Guske,...

Finding Silver Linings In Bad Financial Situations

The Fork In The Road Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations. Click the play button to listen to this episode! Subscribe Apple PodcastsGoogle...

Estate Planning Mistakes

The Fork In The Road There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. Click the play button to listen to this episode! Subscribe Apple PodcastsGoogle PlayGoogle PodcastsSpotifyStitcheriHeartRadioTuneIn Radio...

Sabotaging Your Own Retirement

The Fork In The Road With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health. Click the play button to listen...

Mailbag Questions

The Fork In The Road We dip into the listener mailbag to answer questions on rental properties, 401(k) rollovers, how much money you need in retirement, and how a business owner can invest their profits. Click the play button to listen to this episode! Subscribe Apple PodcastsGoogle PlayGoogle PodcastsSpotifyStitcheriHeartRadioTuneIn Radio...

Why The Final Decade Of Work Is So Important

The Fork In The Road The last decade of your working life is a very important one from a retirement planning perspective. Let's talk about some of the things you want to be sure you address during that 10-year period. Click the play button to listen to this episode! Subscribe...

What Will The Next Market Crash Look Like?

The Fork In The Road Some people think we're on the cusp of the next stock market crash. Others predict that we're just due for a minor correction. But let's talk about what the next market crash might look like, even if we don't know when it will come. Click...

Busting The Biggest Financial Myths

The Fork In The Road Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that Click...

3rd & 4th Quarter Planning To-Do List

The Fork In The Road As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the...

Why You Should Plan For Retirement With A Sense Of Urgency

The Fork In The Road Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency… Directions Click the play button to listen to...

Mailbag – Nervous Spending, Forced Retirement & Professional Help

The Fork In The Road Are you too nervous to spend your money in retirement? Are you assuming you'll be in a lower tax bracket in retirement? Is 57 too early to retire? We'll answer all of those listener questions on today's show and explore why it's a good idea...

Mailbag – Dipping Into Retirement Savings, Switching Annuities, Company Stock

The Fork In The Road Buying a new car with retirement savings, switching one annuity for another, and overloading your portfolio in your company's stock. We'll cover all of those intriguing questions and more on today's mailbag edition of the podcast. Directions Click the play button to listen to this...

Storytime: Making Rare Recommendations

The Fork In The Road On today's show, Barbara and Phil will share with us stories about a time they recommended something to a client that they almost never recommend to anyone else. Why did it make sense in these particular cases? We'll learn a lot from these stories on...

5 Simple Retirement Questions (That Are Hard To Answer)

The Fork In The Road Some of retirement planning’s most important questions seem so simple at first. They can be asked in just 4-5 words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer....