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Sabotaging Your Own Retirement

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… […]

Mailbag Questions

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. […]

Why the Final Decade of Work is So Important

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. […]

What Will The Next Market Crash Look Like?

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. […]

Busting The Biggest Financial Myths

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 […]

3rd & 4th Quarter Planning To-Do List

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 right things? Listen to today’s podcast to find out. […]

Why You Should Plan For Retirement With A Sense Of Urgency

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… […]

Mailbag – Nervous Spending, Forced Retirement & Professional Help

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 to get professional help with your financial plan. […]

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

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. […]

Storytime: Making Rare Recommendations

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 today’s episode. […]