Investing

Ep 39: Revealing The Financial World’s Dirty Little Secrets

Every industry has some dirty little secrets. Today we’re letting you in on some of the financial world’s secrets. How many of these are you familiar with? Most of the time, no one really knows what’s going on. You already know that nobody can predict the future, but most financial professionals also have a tough…

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Ep 38: Where Crisis & Opportunity Meet

Sometimes in life you hit a financial crossroads of crisis and opportunity. We’ll explain how to find the good when bad times are happening.

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Ep 37: What They’re Saying – Analyzing Advice on Surviving a Bear Market

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is get-ting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide some important context and perspective.

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Ep 36: Can You Get An A+ On Our Retirement Planning Quiz?

How prepared are you for retirement? Do you know how much income you’ll need and what retirees fear the most? Today we’re testing your knowledge to see if you have what it takes to retire successfully.

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Ep 21: Opportunities for Retirement’s Late Bloomers

Are you a later bloomer when it comes to saving for retirement? Don’t worry, we’ll share some opportunities that can help you make up some lost ground.

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Ep 20: Quit Cutting Corners in Your Financial Plan

We all cut corners occasionally, but how can this hurt our financial plans? While we may think we can get away with cutting some corners, we will end up hurting our financial future if we do so.

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Ep 13: What’s Your Spending Personality?

Are you an emotional spender or someone who loves to do research before making a purchase? No matter how you spend money, it’s helpful to know your personality type so you can best plan for retirement.

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Ep 3: Mailbag Questions – Bonds, Retirement Savings and More

Is this a good time to buy bonds? Should I hire a younger financial advisor? How much should I save for retirement? Let’s dive into the mailbag and answer these and other questions.

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