Obsolete Planning Ideas
If what you thought to be true, turned out not to be true . . . when would you want to know about it? Sometimes there is a lot of belief around “Rules of Thumb” that over time have become obsolete or ...
18 Nov 202020min
”Stuff” You Should Know
There are a number of financial “things” that are important to know, but are not necessarily common knowledge. As you listen in this week, you may discover a few things that you may want to evaluate s...
11 Nov 202019min
Your House & Your Retirement
Have you thought about how your house and or your mortgage figures in to your retirement plans? On this week's podcast we discuss a variety of questions that come up regarding housing, expenses, debt,...
5 Nov 202030min
Is Your IRA Ready For Retirement?
Saving for retirement and living in retirement are certainly different, so it goes without saying that your retirement accounts may play a significantly different role when living in retirement vs. sa...
28 Okt 202016min
Longevity Risk
What do you mean . . . “Longevity Risk”?!! Many would love to find the fountain of youth, if that means continued good health and the money doesn't run out! Out living your money or your health are pr...
22 Okt 202020min
Preparing Your Financial House For Retirement
Building a financial plan is a little like building a house. On this week's podcast, we utilize this analogy to help you visualize your financial plan. Your house or plan needs a foundation, walls, ro...
14 Okt 202020min
Reconciling Conflicting Ideas
It can be overwhelming and confusing when you hear conflicting ideas or concepts, especially when there seems to be validity to both or all of them. Sometimes it's not this or that. Sometimes it's thi...
7 Okt 202013min
Ways To Ruin Your Retirement
It goes without saying that everyone wants to enjoy a successful retirement. Unfortunately, this doesn't happen automatically. So on this week's podcast we discuss some things to watch out for that co...
30 Sep 202013min
