What’s Your Biggest Financial Fear?
We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. […]
Tag: retirement
Mailbag: Should I Use Two Advisors To Plan My Retirement?
It’s another mailbag edition of the show. This time around we will discuss investing an inheritance, if it’s wise to have two financial advisors, and what strategies you might be able to put in place for your family to make sure their income needs are met once you pass away. […]
2023 Edition: 10 Point Checklist For Retirement Preparedness
Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations. […]
Mailbag: Do I Need Life Insurance?
We will be answering some listener questions on this episode. We will talk about some annuity considerations, how to know if life insurance is a good fit for your plan, and why social security planning is crucial for your retirement. […]
The Top 5 401(k) Mistakes You Need To Avoid
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s. […]
Making Smart Decisions During Major Life Events
Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. […]
Curing Financial Diseases
The Fork In The Road The doctor is in, and we’re here to share some common financial diseases and how they can affect you. From “Inflation-itis” to “Old Fogey’s Disease,” we can spot the trouble areas in your financial life. Whether you suffer from “Acute Portfolio Riskopathy” or “Nursing Home-Atosis,” we are here to […]
Mailbag: Should I Be Considering Roth Conversions?
We will be opening up the mailbag on today’s show to answer some listener questions. We will be discussing if it’s wise to start taking social security to pay off your house, some considerations when thinking about doing a Roth conversion, and some things you can do with an inheritance. […]
Please Read The Fine Print
It’s been said that “the sales brochure giveth and the fine print taketh away.” In this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print. […]
Mailbag: Should I Pay Off My Mortgage Before Investing In Rental Properties?
It’s another mailbag edition of the show. This time around we will discuss contributing to your retirement account with commissions, if it’s wise to pay off your own mortgage before investing in rental properties, and some considerations when looking at investment returns. […]