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

22 Money Resolutions for 2022, Part 2

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We'll cover 12-22 on this episode.

By |2022-01-03T18:01:29-05:00January 20th, 2022|Podcasts|Comments Off on 22 Money Resolutions for 2022, Part 2

Handling Unreasonable Requests

Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.

By |2021-12-15T16:55:38-05:00December 16th, 2021|Podcasts|Comments Off on Handling Unreasonable Requests

Risk Averse: Explaining The Buzzword

Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are.

By |2021-12-03T17:54:34-05:00November 18th, 2021|Podcasts|Comments Off on Risk Averse: Explaining The Buzzword

Visiting The Money Doctor

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.

By |2021-12-03T17:54:35-05:00September 2nd, 2021|Podcasts|Comments Off on Visiting The Money Doctor

Learning Through Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.

By |2021-12-03T17:54:35-05:00July 15th, 2021|Podcasts|Comments Off on Learning Through Uncommon Sense

Do Retirees Really Need Life Insurance?

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.

By |2021-12-03T17:54:35-05:00June 3rd, 2021|Podcasts|Comments Off on Do Retirees Really Need Life Insurance?
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