Beware of Retirement Half-Truths

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples.

By |2024-07-01T15:54:28-04:00July 2nd, 2024|Podcasts|Comments Off on Beware of Retirement Half-Truths

The Beauty of Simplicity When Planning For Retirement

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. In our next episode, we unravel the unnecessary complexities often woven into the fabric of retirement advice. We’ll debunk some myths, simplify strategies, and uncover the beauty of simplicity and straightforward retirement planning.

By |2024-06-14T12:43:26-04:00June 20th, 2024|Podcasts|Comments Off on The Beauty of Simplicity When Planning For Retirement

Combatting Popular Excuses For Poor Financial Decision-Making

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water.

By |2024-06-05T10:00:48-04:00June 6th, 2024|Podcasts|Comments Off on Combatting Popular Excuses For Poor Financial Decision-Making

Your Financial Wellness Check-Up

Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.

By |2024-05-10T16:37:27-04:00May 16th, 2024|Podcasts|Comments Off on Your Financial Wellness Check-Up

Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

By |2024-04-29T16:57:00-04:00May 2nd, 2024|Podcasts|Comments Off on Steering Clear of Retirement Stress

Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.

By |2024-04-16T08:54:57-04:00April 18th, 2024|Podcasts|Comments Off on Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

How Is Technology Redefining Retirement Planning?

Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities.

By |2024-04-03T09:32:22-04:00April 4th, 2024|Podcasts|Comments Off on How Is Technology Redefining Retirement Planning?

Retirement Planning Is Different For Women: Here’s Why

With International Women’s Day in March, it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s important to recognize the financial hurdles that they continue to face. In this episode, we’ll share some eye-opening statistics and actionable advice to empower women in their financial journey. From the persistent gender pay gap to the impact of caregiving responsibilities and higher debt burdens, this is why retirement planning is different for women.

By |2024-03-20T10:23:53-04:00March 21st, 2024|Podcasts|Comments Off on Retirement Planning Is Different For Women: Here’s Why
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