Retirement Income Solutions:

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.

The Silver Lining

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Let's look for the silver lining in your finances. Learn what traits you should look for in a financial advisor.

Staying On Course

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Bad tools and bad directions can derail a successful retirement. This week, we'll have some great tips to getting your lifetime income blueprint back on track.

A Sense Of Urgency

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This week, we answer listener questions about retirement taxes and DIY planning. We'll also show you the importance of urgency in retirement planning.

Retirement And Flying

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Discover the connection between flying and your retirement plan. Prepare yourself for the next market crash, and learn why your last decade at work is so important.

The Retirement Farm

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Take a trip to the retirement farm, and examine how emotions affect the decision-making process.

End Of Year Checklist

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Guard yourself against financial media and start preparing your end of the year checklist.

Defense Mechanisms

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We talk about the defense mechanisms that can prevent a secure retirement, along with mutual fund characteristics in today's marketplace.

Silver Linings

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Let's look for the silver lining in your finances. Learn what traits you should look for in a financial advisor.

Awkward Conversations

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We'll tell you about the awkward conversations you might have with your advisor. We'll also correct your estate planning mistakes.