Episodes
Thursday Feb 15, 2018
The Financial Olympics
Thursday Feb 15, 2018
Thursday Feb 15, 2018
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.
Thursday Feb 08, 2018
Don't Ruin Your Retirement
Thursday Feb 08, 2018
Thursday Feb 08, 2018
Make sure you're avoiding key behaviors that could ruin your retirement. We'll also discuss longevity.
Thursday Feb 01, 2018
The Market Crash Survival Guide
Thursday Feb 01, 2018
Thursday Feb 01, 2018
Wary of another market crash? Have no fear. Listen for our Market Crash Survival Guide. We'll also discuss financial challenges unique to women.
Thursday Jan 25, 2018
Classic Pre-Retiree Mistakes
Thursday Jan 25, 2018
Thursday Jan 25, 2018
Stop clinging to false hope in your portfolio and learn classic mistakes you could be making as a pre-retiree.
Thursday Jan 18, 2018
Actions Speak Louder
Thursday Jan 18, 2018
Thursday Jan 18, 2018
Learn to invest like a genius, and let's make sure your financial actions are lining up with your words.
Thursday Jan 11, 2018
Retirement: Harder Than It Looks
Thursday Jan 11, 2018
Thursday Jan 11, 2018
Learn why planning for retirement is harder than it often looks. Make sure you're not eating your words in retirement.
Thursday Jan 04, 2018
The Retirement Farm
Thursday Jan 04, 2018
Thursday Jan 04, 2018
We'll examine how emotions affect the decision-making process. Later, we'll take a trip to the retirement farm.
Thursday Dec 28, 2017
Life Events
Thursday Dec 28, 2017
Thursday Dec 28, 2017
Life happens. Learn how different events should factor into your portfolio.
Thursday Dec 21, 2017
The Silver Lining
Thursday Dec 21, 2017
Thursday Dec 21, 2017
Let's look for the silver lining in your finances. Learn what traits you should look for in a financial advisor.
Thursday Dec 14, 2017
Staying On Course
Thursday Dec 14, 2017
Thursday Dec 14, 2017
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.
Thursday Dec 07, 2017
A Sense Of Urgency
Thursday Dec 07, 2017
Thursday Dec 07, 2017
This week, we answer listener questions about retirement taxes and DIY planning. We'll also show you the importance of urgency in retirement planning.
Thursday Nov 30, 2017
Retirement And Flying
Thursday Nov 30, 2017
Thursday Nov 30, 2017
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.
Tuesday Nov 21, 2017
The Retirement Farm
Tuesday Nov 21, 2017
Tuesday Nov 21, 2017
Take a trip to the retirement farm, and examine how emotions affect the decision-making process.
Thursday Nov 16, 2017
End Of Year Checklist
Thursday Nov 16, 2017
Thursday Nov 16, 2017
Guard yourself against financial media and start preparing your end of the year checklist.
Thursday Nov 09, 2017
Defense Mechanisms
Thursday Nov 09, 2017
Thursday Nov 09, 2017
We talk about the defense mechanisms that can prevent a secure retirement, along with mutual fund characteristics in today's marketplace.
Thursday Nov 02, 2017
Silver Linings
Thursday Nov 02, 2017
Thursday Nov 02, 2017
Let's look for the silver lining in your finances. Learn what traits you should look for in a financial advisor.
Thursday Oct 26, 2017
Awkward Conversations
Thursday Oct 26, 2017
Thursday Oct 26, 2017
We'll tell you about the awkward conversations you might have with your advisor. We'll also correct your estate planning mistakes.
Thursday Oct 19, 2017
Retirement Variables And Constants
Thursday Oct 19, 2017
Thursday Oct 19, 2017
Join us as we discuss retirement planning variables and constants.
Thursday Oct 12, 2017
Retirement And Flying
Thursday Oct 12, 2017
Thursday Oct 12, 2017
Discover the connection between flying and your retirement plan. Learn why your last decade at work is so important.
Thursday Oct 05, 2017
The Blame Game
Thursday Oct 05, 2017
Thursday Oct 05, 2017
In this episode, we play the blame game and go over some examples of financial problem-solving.
Thursday Sep 28, 2017
A Sense Of Urgency
Thursday Sep 28, 2017
Thursday Sep 28, 2017
This week, we answer listener questions about retirement taxes and DIY planning. We'll also show you the importance of urgency in retirement planning.
Thursday Sep 21, 2017
Financial Security
Thursday Sep 21, 2017
Thursday Sep 21, 2017
Find out what "financial security" could mean to you. Learn why your 401(k) isn't perfect. Finally, hear the stories of clients who have experienced disaster in their portfolio.
Thursday Sep 14, 2017
Financial Feelings
Thursday Sep 14, 2017
Thursday Sep 14, 2017
Translate your financial feelings into success in retirement. Then, we'll guide you through some of the most important investing debates.
Thursday Sep 07, 2017
Retirement: It's Harder Than It Looks
Thursday Sep 07, 2017
Thursday Sep 07, 2017
Learn why planning for retirement is harder than it often looks. Make sure you're not eating your words in retirement.
Thursday Aug 31, 2017
Road Trip To Retirement
Thursday Aug 31, 2017
Thursday Aug 31, 2017
Pack your bags. This week, we're going on a road trip. We'll also discuss conventional wisdom you should reconsider.
Thursday Aug 24, 2017
Great American Movies And Your Retirement
Thursday Aug 24, 2017
Thursday Aug 24, 2017
This week, we're headed to the movies. Don't miss out as we take you through financial classics including It's a Wonderful Life Expectancy and Little Missed Details.
Thursday Aug 17, 2017
Do It Yourself Retirement
Thursday Aug 17, 2017
Thursday Aug 17, 2017
Learn the different ways people inform themselves when making financial decisions. You'll also find out what the do-it-yourself mentality looks like in retirement planning.
Thursday Aug 10, 2017
Little White Lies
Thursday Aug 10, 2017
Thursday Aug 10, 2017
Guard yourself against the little white lies of the financial world. Learn how to deal with the stress that comes with retirement.
Thursday Aug 03, 2017
Annuities and the Mailbag
Thursday Aug 03, 2017
Thursday Aug 03, 2017
We'll clear up some of the confusion about annuities. We'll also take several listener questions.
Thursday Jul 27, 2017
The Wrong Questions
Thursday Jul 27, 2017
Thursday Jul 27, 2017
We'll discuss some of the financial questions that won't get you anywhere. We'll also take some of your questions.