Protecting Your Retirement Savings from Costly Mistakes
In today’s episode, we share smart strategies for handling investments, big purchases, and company stock to keep your retirement savings safe. […]
Tag: investing
Retirement Strategies: Managing Investment Risks, Tax Planning, and Real Estate Backup Plans
Discover key strategies for retirement, from diversifying investments and understanding Roth accounts to preparing a backup plan for rental property income. […]
2024’s Best Stocking Stuffer: 10 Ideas for Financial Freedom
The holiday season is here, and while you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and plan for the future you deserve. […]
Mailbag: Retirement Dates, RMDs, Social Security & More!
We’ve got four great questions that we’ll cover in today’s mailbag episode. Tony asks whether, as a pastor, it’s advisable for him to opt out of Social Security. David’s wife is nine years younger than him, and he wonders if he should take out a large insurance policy on himself. Tune in to see what you can learn from these real-life scenarios! […]
Spotting Problematic Personalities of Rogue Advisors
Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals. But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn’t the right fit for you? We’ll find out in today’s episode as we explore how to identify “The Ghost,” “The Jargon Juggler,” “The Chameleon,” and several more. And what should you do if you encounter them? […]
Are You Making These Common Retirement Excuses?
In today’s episode, we’re diving into the 4 common excuses that people often use to keep from retiring. Taking the leap and deciding to retire can be daunting. Whether you love your career, are afraid of being bored after you leave the workforce, or are simply afraid that you can’t retire, Barbara and Phil will help you get over that hurdle so that you can move on to the next chapter of your life with ease. Join us as we discuss the importance of having a clear retirement plan that you can feel confident in […]
Making Smart Decisions During Major Life Events
Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. […]
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. […]
Episode #7: Mailbag – IRAs, 401(k)s, Short-Term Investing, Rental Properties
Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties. […]