Mailbag: Bonds, REITs, & Paying Off The Mortgage

The Fork In The Road On this mailbag edition of the podcast, we'll talk about whether it's a good idea to invest in bonds or REITs, what services you should expect from your financial advisor, and whether or not you should pay off your mortgage. We'll also get Phil's take...

Survival Guide: Lessons Learned For The Next Stock Market Crash

The Fork In The Road So, we’ve all experienced what a market crash feels like in recent memory. If you had forgotten what it felt like in 2008, then 2020 should have been a sobering reminder of what it’s like to experience that sudden market drop. Now, we don’t know...

Why Is The Stock Market Going Up When The Economy Is Going Down?

The Fork In The Road There is no question that the COVID-19 pandemic caused major turmoil in the stock market, but it seems that the stock market has continued to go up since the big dip that initially happened. Some people are skeptical of this trend and do not think...

Should You Be Wary Of Some Of Dave Ramsey’s Advice?

The Fork In The Road Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some...

Mailbag Edition

The Fork In The Road We've had a lot of great listener questions come in, so we decided to make them the focus of this episode. Beverly asks if she is properly diversified given the large number of mutual funds in her portfolio. Amber is curious if she is on...

Best Intentions, Bad Advice

The Fork In The Road Barbara and Phil will provide an update on conversations they've had with clients about the Coronavirus and then move into a discussion on where you're getting financial advice from. Click the play button to listen to this episode! Subscribe Apple Podcasts Google Play Google Podcasts...

The CARES Act

The Fork In The Road Congress recently passed the CARES Act to try and help alleviate some of the financial impacts that the Coronavirus has had on the country. Barbara and Phil will run down the main points of this bill and discuss their overall thoughts of this new piece...

Solid Financial Truths

The Fork In The Road A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn...

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...