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Can You Get An A+ On Our Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.

By |2022-08-29T13:55:52-04:00August 18th, 2022|Podcasts|Comments Off on Can You Get An A+ On Our Retirement Planning Quiz?

Tough Topic: Retirement & Divorce

Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce.

By |2022-08-02T16:32:33-04:00August 4th, 2022|Podcasts|Comments Off on Tough Topic: Retirement & Divorce

Why Retirement Planning Ain’t What It Used To Be

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success.

By |2022-07-20T07:43:24-04:00July 21st, 2022|Podcasts|Comments Off on Why Retirement Planning Ain’t What It Used To Be

Investor Beware: Spotting Red Flags When Picking An Advisor

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.

By |2022-07-06T19:40:07-04:00July 7th, 2022|Podcasts|Comments Off on Investor Beware: Spotting Red Flags When Picking An Advisor

Secret To Retirement Success: Get Out Of Your Own Way

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.

By |2022-06-16T16:08:09-04:00June 16th, 2022|Podcasts|Comments Off on Secret To Retirement Success: Get Out Of Your Own Way

What To Do As You Count Down The Days To Retirement

We've assembled a list of 7 priorities to keep in mind as you count down the days to retirement. We'll discuss things like getting and staying healthy, taking advantage of opportunities to save more, post-retirement careers, and much more.

By |2022-05-31T18:23:50-04:00June 2nd, 2022|Podcasts|Comments Off on What To Do As You Count Down The Days To Retirement

Reasons You SHOULD Get Life Insurance

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.

By |2022-05-18T17:11:13-04:00May 19th, 2022|Podcasts|Comments Off on Reasons You SHOULD Get Life Insurance

The Most Important Birthdays In Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.

By |2022-05-04T14:04:19-04:00May 5th, 2022|Podcasts|Comments Off on The Most Important Birthdays In Retirement Planning

Run Retirement Planning: How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.

By |2022-04-21T15:06:57-04:00April 21st, 2022|Podcasts|Comments Off on Run Retirement Planning: How Baseball Principles Also Score Financial Runs

How To Recognize Your Own Voice of Greed & Fight Against It

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.

By |2022-04-06T17:44:40-04:00April 7th, 2022|Podcasts|Comments Off on How To Recognize Your Own Voice of Greed & Fight Against It
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