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. […]
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. […]
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 first 11 resolutions on today’s show. […]
The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. Barbra and Phil will discuss some historic inflation numbers and how to hedge against this risk. […]
Sometimes it’s helpful to visualize complex topics to help make them easier to understand. On this episode, we’ll structure retirement planning in the form of a pyramid and work our way through each level. You’ll learn the elements that make up the foundation of a plan and which conversations build on top of that initial base. […]
We have another mailbag edition of the show! This time around we discuss where to get money to start a business, RMD rules, and considerations for contributing to a Roth IRA. […]
Estate planning can be a commonly overlooked component of retirement planning. It can be an uncomfortable conversation to have with your family, but it can make a huge difference. Alex & Adam Agnew join us on today’s show. We will discuss some of the rules that have changed regarding the stretch IRA, efficient trust strategies, and why it’s important to avoid probate court. […]
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. […]