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. […]
How Procrastination Dooms Your Financial Future
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. […]
Mailbag: Is Now The Time To Buy Stocks?
On today’s show, we will be answering some mailbag questions that have come into the show. We will discuss some TSP strategies, buying stocks in a down market, and when you should hire a financial advisor. […]
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. […]
Why Retirement Planning Ain’t What It Used To Be
The Fork In The Road In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough […]
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. […]
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. […]
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. […]
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. […]