Ep 32: How Fear and Pessimism Sell

May 5, 2022

Financial media often uses fear and pessimism when reporting. It drives ratings and sells. But watching too much of that could be harming your financial peace of mind.

Ep 26: Planning for Things You Can’t Predict

February 3, 2022

There are some things in life you can’t predict, but you can try to plan for them. For example, when is the next market crash going to happen? We don’t know, but you can prepare for it. On today’s episode, we’ll discuss some common things we can’t predict but how we can still make a plan for them anyway.

Ep 25: How Children Become Part of the Retirement Discussion

January 20, 2022

For many parents, everything revolves around their children. That’s why today we’re talking about retirement and how your children should become part of the discussion.

Ep 24: Don’t Fumble Your Retirement in the Financial Red Zone

January 6, 2022

Just like football players don’t want to fumble the ball in the red zone, you don’t want to fumble your finances as you get close to retirement. We’ll explain how to protect your finances.

Ep 23: Sorting Out the Importance of Legacy Planning

December 21, 2021

Welcome to our final episode of 2021. On today’s show we’re talking about the importance of legacy planning and what you need to know to make your plan a success.

Ep 22: 22 Money Resolutions For 2022

December 9, 2021

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.

Ep 21: Opportunities for Retirement’s Late Bloomers

November 23, 2021

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.

Ep 20: Quit Cutting Corners in Your Financial Plan

November 18, 2021

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.

Ep 19: Tax Consequences for Different Account Types

November 4, 2021

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you use them (or don’t) in your retirement planning.

Ep 18: Retirement Planning for Business Owners

October 27, 2021

This year has been pretty rough for business owners. The pandemic has not only affected profits, but also owners’ retirement plans. Find out what advice we have for business owners who are struggling with how to handle retirement.

financial planning