The Top 5 401(k) Mistakes You Need To Avoid

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.

By |2023-01-17T16:23:18-05:00January 19th, 2023|Podcasts|Comments Off on The Top 5 401(k) Mistakes You Need To Avoid

The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

By |2023-01-05T12:35:27-05:00January 5th, 2023|Podcasts|Comments Off on The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling

Is There Greener Grass On The Other Side?

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor.

By |2022-12-09T15:06:31-05:00December 15th, 2022|Podcasts|Comments Off on Is There Greener Grass On The Other Side?

Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.

By |2022-10-27T16:12:07-04:00November 11th, 2022|Podcasts|Comments Off on Most Common Retirement Planning Questions About Taxes

Getting It Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

By |2022-09-23T16:53:47-04:00October 20th, 2022|Podcasts|Comments Off on Getting It Right: Irreversible Financial Decisions

How Money Ads Catch Your Attention

We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us. For this episode, we just perused the internet for a couple of hours and kept track of various financial planning, investing and retirement ads we came across. Let’s pick apart these messages that popped up and see if it helps us become savvier savers.

By |2022-10-27T16:04:15-04:00October 6th, 2022|Podcasts|Comments Off on How Money Ads Catch Your Attention

Should You Follow These Popular Retirement Rules of Thumb?

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.

By |2022-08-29T13:59:31-04:00September 15th, 2022|Podcasts|Comments Off on Should You Follow These Popular Retirement Rules of Thumb?

What Hurricanes Teach Us About Retirement Planning

Weather enthusiasts and retirement planning worlds collide… Each Fall we spend a lot of time watching and listening to the news and the Weather Channel getting reports of developing hurricanes and are treated to lots of updated graphics to bring us a refresher on how hurricanes work. So, let’s take the opportunity to see what we can learn about retirement planning from a discussion about hurricanes.

By |2022-08-29T13:56:57-04:00September 1st, 2022|Podcasts|Comments Off on What Hurricanes Teach Us About Retirement Planning
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