Episode 257: Protecting Your Nest Egg in Retirement with Theodore Hicks
Most of us are told the same thing about investing: stay the course, ride out the dips, and trust the long term. But what happens when you no longer have decades to wait out a bad market because you'r...
25 Sep 42min
Episode 256: Creating Your Retirement Income Playbook with Ron Deutsch
People approaching retirement in 3 to 5 years have to start thinking differently about their money and what they are going to do once the paychecks stop. They have to have a plan, a playbook to follow...
11 Sep 38min
Episode 255: Avoiding the Widow's Trap with Michael Karwic
The loss of a spouse is devastating in many ways. The person you've been spending your life with is now gone. There are also the many financial issues you have to deal with, and one of them can be dev...
28 Aug 50min
Episode 254: Reverse Mortgages with Paul Dilks
Many people trying to maintain financial independence and freedom find themselves cash poor, but asset rich. They need more money in the bank, but have loads of equity in their home. Problem is, they ...
14 Aug 47min
Episode 253: Financial Planning for Childless Couples with Bri Conn
A lot of financial advice assumes you're building wealth to pass on to your kids. But what if that's not your path? About 25% of Americans are childless by choice or circumstance, and the financial sy...
24 Juli 45min
Episode 252: Saving Money at the Grocery Store with Andy Ellwood
One place inflation has really hit hard in the last two years or so is food. Going to the grocery store has become very expensive, and feeding the family has become quite a struggle. That's why in thi...
10 Juli 42min
Episode 251: Common Misconceptions About Financial Advisors with Farrel Liger
A lot of people who could benefit from working with a financial advisor never do — and often it's because of myths and misconceptions about who financial advisors are, what they do, and who they're re...
27 Juni 43min
