You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We will go over the first 11 resolutions on today’s show. […]
The Fork In The Road We always love answering questions from our loyal listeners. Today, we’ll dive into questions like: how long should I wait to take social security? Do I turn my monthly pension into a lump sum payout? Am I better off with two brokers or one? Click the play button to listen […]
The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. Barbra and Phil will discuss some historic inflation numbers and how to hedge against this risk. […]
We take some time this week to answer some of our listener questions that have come in. Today we will discuss using home equity for an emergency fund, spending money in retirement without worry, and setting up expectations with how often you sit down with your financial advisor. […]
Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll structure retirement planning in the form of a pyramid and work our way through each level. You’ll learn the elements that make up the foundation of a plan and which conversations build on top of that initial base. […]
We have another mailbag edition of the show! This time around we discuss where to get money to start a business, RMD rules, and considerations for contributing to a Roth IRA. […]
Estate planning can be a commonly overlooked component of retirement planning. It can be an uncomfortable conversation to have with your family, but it can make a huge difference. Alex & Adam Agnew join us on today’s show. We will discuss some of the rules that have changed regarding the stretch IRA, efficient trust strategies, and why it’s important to avoid probate court. […]
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. […]
It’s time to peel back the curtain a little bit to learn about your financial advisor. […]
Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t. Let’s talk about some of the things in the financial world that don’t matter until they do. […]