Retirement Income Solutions:

Unreasonable Requests

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While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear.

Risk Aversion And Tax Consequences

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What is risk aversion, and does it affect you? Find out what Bill and Daniel have to say. We'll also cover the tax consequences of your investments.

Living The Dream

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This week, Bill and Daniel will teach you how to put your pride in check, and live the dream in retirement. That's right; you'd be surprised in what we can accomplish in under an hour.

Mind The Gap

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If you've ever ridden the subway in London, you've probably noticed the "Mind The Gap" signs warning you to beware of the gap between the train door and the station platform. Let's talk about minding the gaps in your retirement plan. We'll also discuss the financial issues we tend to procrastinate.

Just What The Doctor Ordered

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Think of Bill and Daniel as your financial doctors. Hear what they would prescribe for some symptoms you may be experiencing. After that intial consult, we'll also identify some red flags you should watch out for in your portfolio.

A Custom Fit For You

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A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also learn how age can affect wisdom.

Things That Don’t Matter Until They Do

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Everyone has something they want to do or accomplish in retirement. Let's talk about your retirement goals. We'll also talk about some things in the financial world that don't matter...until they do.

Not Your Parents’ Retirement

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Your retirement will look much different than your parent's. Find out why. We'll also help you try to determine your spending personality.

Uncommon Sense

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In this episode of Retirement Income Solutions, we'll help you understand the importance of non-correlated income. Later, we'll go over uncommon sense - pieces of advice that sound common but are rarely seen in practice.

Financial Codebreakers

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We'll learn some finance from the world of medicine. Also, tell your advisor to give it to you straight. It's time we stop speaking in financial code. Say what you mean.

Is The Customer Always Right?

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Remember that old retail saying "the customer is always right?" We'll explain why that might not always be the case. We'll also grade your financial competency and unpack the concept of variable annuities. We'll also unpack the concept of variable annuities.

Flirting With Disaster

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Don't flirt with disaster in your portfolio. Learn where danger could be lurking. We'll also learn about retirement by playing a game of "Fact Or Fiction."

Dirty Little Secrets

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Learn the dirty little secrets of the financial industry. Then, make sure you never make certain assumptions about retirement.

Music Lessons

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Learn financial lessons from some of the richest musicians in history. Finally, we'll take a deep dive and examine pensions.

Your Financial Philosophy

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Get philosophical, and ponder important financial questions about yourself with Bill.

Risks And Statistics

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Learn the different types of risk that could affect your portfolio. Get a gut reaction from Bill and Daniel on some crucial statistics.

Retirement: Harder Than It Looks

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Learn why planning for retirement is harder than it often looks. Make sure you're not eating your words in retirement.

The Market Crash Hall Of Fame

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Let's tour the "Market Crash Hall Of Fame", and go over some of the famous crashes in American history. Be sure you are prepared for the next one. Then, we'll discuss some things that are never said about finances.

The Market Crash Survival Guide

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Wary of another market crash? Have no fear. Listen for our Market Crash Survival Guide. We'll also discuss financial challenges unique to women.

Is The Customer Always Right?

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Remember that old retail saying "the customer is always right?" We'll explain why that might not always be the case. We'll also grade your financial competency and unpack the concept of variable annuities. We'll also unpack the concept of variable annuities.

Let’s Talk About The Weather

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There are financial lessons to be learned from almost every area of life. Let's see what we can learn from the weather. We'll also establish some financial commandments.

Stock Market Update

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Watch out for market volatility. We'll prepare you for the ups and downs on Wall Street. We'll also examine the power of hindsight.

The Financial Olympics

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In the spirit of the Olympics, learn how financial planning could be similar to your favorite event. Later, we'll explore how certain financial principles have become obsolete.

Don’t Ruin Your Retirement

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Make sure you're avoiding key behaviors that could ruin your retirement. We'll also discuss longevity.

The Market Crash Survival Guide

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Wary of another market crash? Have no fear. Listen for our Market Crash Survival Guide. We'll also discuss financial challenges unique to women.

Classic Pre-Retiree Mistakes

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Stop clinging to false hope in your portfolio and learn classic mistakes you could be making as a pre-retiree.

Actions Speak Louder

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Learn to invest like a genius, and let's make sure your financial actions are lining up with your words.

Retirement: Harder Than It Looks

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Learn why planning for retirement is harder than it often looks. Make sure you're not eating your words in retirement.

The Retirement Farm

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We'll examine how emotions affect the decision-making process. Later, we'll take a trip to the retirement farm.

Life Events

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Life happens. Learn how different events should factor into your portfolio.