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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Common Housing Questions From Retirees

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. […]

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Mailbag: How Much Diversification Do I Need In My IRA?

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. […]

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How to Recognize Your Own Greed and Fight Against It

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. […]

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Mailbag: How Will A Divorce Affect My Retirement?

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. […]

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Who Even Needs a Financial Advisor?

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. […]

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Retirement Potpourri: Fill In The Blank

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! […]

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How ’The Great Resignation’ Could Impact You or a Loved One’s Retirement

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 […]

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22 Money Resolutions for 2022, Part 2

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 final 11 resolutions on today’s show. […]

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