Risk & Risk Aversion
What is risk and what does it mean to be “Risk Averse”? Obviously, these terms have different meanings to different people. Additionally, different phases of life tend to pose different sets of risks....
20 Jan 202217min
Let’s Address Some Common Questions
Every so often we discuss a few common questions that folks have regarding finances and retirement. As you listen in this week, reflect on these topics and questions as it relates to your situation. Y...
14 Jan 202229min
Will Your Retirement Be Subjected To Unintended Tax Consequences?
Is your advisor helping you design a tax aware retirement plan? Is it possible have too much money in your 401(K) or IRA? Are your retirement savings tax diversified? On this week's episode we explore...
4 Jan 202227min
Overconfidence
* NOTE WE'RE TAKING A BREAK FOR THE HOLIDAYS. * WE WISH ALL OUR LISTENERS A VERY HAPPY HOLIDAY SEASON! REGULAR EPISODES RESUME IN JANUARY OF 2022 Are you overconfident in your financial planning? On t...
17 Dec 202124min
What Makes Glenn Tick As An Advisor?
In this episode, Walter gets Glenn to open up and share what makes him “tick” as an advisor. Listen in on the conversation as Walter asks Glenn a variety of probing questions. We hope you find the dis...
10 Dec 202120min
Retirement Planning With Mick Jagger
What can Mick Jagger teach you about retirement planning? This week we explore how some of the lyrics you may have heard from Mick Jagger over the years could provide you with valuable lessons when it...
4 Dec 202114min
Is Your Retirement Plan “Out Of Tune”?
If you have a musical instrument that's “out of tune” - it might still play, but will anyone want to listen? What if your retirement plan is “out of tune”? This week we discuss a number of “out of tun...
19 Nov 202119min
Mistakes Couples Make
“Oops!” is not what you want to say when it comes to important financial decisions. On this week's episode we discuss a variety of mistakes that are sometimes made by couples. As you listen in, think ...
13 Nov 202120min
