“The Money Doctor”
You have checkups for your physical health – what about your financial health? This week we take a little time to discuss how the “Doctor” analogy can be applicable to your finances, particularly when...
14 Heinä 202117min
Children & Finances (including Adult Children)
When do you involve children in financial matters? It goes without saying that family dynamics and finances can create challenges, but there are also opportunities. This week we delve into the depths ...
8 Heinä 202125min
3 Worlds of Money
There are a number of different places or “Worlds” to position money or investments. On this week's podcast we answer a number of questions that are asked within 3 of these “Worlds”. Some of these que...
30 Kesä 202122min
Common Sense or Uncommon Sense?
You've probably heard the famous quote . . . “Common sense is not so common.” This week we discuss how this concept relates to human behavior and finances. As you listen in, think about your own situa...
24 Kesä 202117min
Let’s Talk About Life Insurance
Who needs life insurance? Who doesn't? When does it make sense to have life insurance? When doesn't it make sense? Is life insurance more than death benefit? This week we discuss these and other quest...
18 Kesä 202125min
Finding The Right Advisor
Making sure you have the right advisor is critically important when it comes to the retirement years. Taking withdraws from your retirement nest egg comes with a set of risks that that you don't reall...
9 Kesä 202119min
What Can Will Rogers Teach Us About Retirement Planning?
Just about everyone is familiar with Will Rogers and some of sayings or philosophies. This week we take a look at a few “Will Rogersisms” and find lessons that might just be helpful as you travel alon...
3 Kesä 202120min
Double Edged Sword
Be careful with the “Double Edged Swords”! On this week's podcast we discuss several “Double Edged Swords”. As you listen in on the conversation, you may want to evaluate your own situation to determi...
29 Touko 202125min
