On this episode, we bring on our special guest Larry McArnarney from Reverse Mortgage Funding. Larry has been in the business since 1999 and has done reverse mortgages for many unique situations over the years. Larry will talk about some of the basics of reverse mortgages, common misconceptions, and when it could be a fit in someone’s financial plan. […]
Inflation is up. Supply chain issues continue. The market is down. Military conflicts continue. Pretty much anywhere you look you’ll find unsettling news. Is it finally time to panic? Let Barbara and Phil ease your nerves and tell you why this time is like all the others. […]
Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is
going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to
focus on the positive and analyze the reasons why you should get life insurance, or at least consider it.
Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are
some other reasons why life insurance can be a useful part of your retirement plan. […]
Housing is a really important topic for a lot of retirees because, for many of us, it’s the biggest asset we’ll ever own or manage. We want to get that part of our financial equation correct, so it’s no surprise it takes up a nice slice of the retirement planning conversation. On this episode, we’ll cover some common housing questions from retirees and hopefully hit on an issue that might also be on your mind. […]
It’s another mailbag edition of the podcast! This time around we will discuss variables that determine how much retirement income you may need, diversification in an IRA, and reducing the risk in your portfolio. […]
When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it. […]
For this week’s podcast, we will answer some of the listener questions that have come in. We will discuss how a divorce could impact your retirement assets, opting out of paying into social security, and some retirement spending considerations. […]
Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor. […]
Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more! […]
The Fork In The Road Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from […]