What They’re Saying: Analyzing Advice On Surviving A Bear Market

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide some important context and perspective. […]

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Investor Beware: Spotting Red Flags When Picking An Advisor

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests. […]

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What You Need to Know About Reverse Mortgages

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. […]

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Is It Time to Panic?

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. […]

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Reasons You SHOULD Get Life Insurance

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. […]

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