
Are You Clinging To False Hope?
Unfortunately, it's not uncommon for retirees or soon to be retirees to base their plans on false assumptions or false premises. On this week's podcast, we explore a number of topics and questions tha...
23 Sep 202017min

What Happens To Finances When A Spouse Dies?
It's an unpleasant topic, but it's virtually inevitable for married couples. As you listen in to our conversation, think about your situation and the planning (or lack of planning) that you have done ...
15 Sep 202013min

Are You Ready For The Next Market Crash?
Do you have a plan in place? Are your accounts positioned in such away that you will be OK regardless of what the markets might do in the future? Take a few minutes to listen in on this week's podcast...
9 Sep 202017min

The Financial Dictionary
There are a number of financial terms that are not commonly used elsewhere that sometimes cause confusion. This week we open the “financial dictionary” to discuss what some of these terms mean and hel...
2 Sep 202017min

What Can Mark Twain Teach Us About Finances?
Mark Twain had a way of saying things that can make you stop and think. Listen in on our conversation as we examine some famous Mark Twain quotes to see how they might relate to a number of financial ...
26 Aug 202014min

Investing Like A Genius
What are the characteristics of “Genius” and can these characteristics be applied to the decisions you make when it comes to your money and your retirement or investment accounts? This week we take so...
19 Aug 202014min

Saying One Thing But Doing Another
Are you saying one thing, but doing another? Is it possible that you might be guilty of this without even realizing it? As you listen in this week, you might be surprised to learn that it's not that u...
12 Aug 202020min

What Do You Think Of Dave Ramsey?
Just about everyone has heard of Dave Ramsey and he certainly has quite a following. On this week's podcast we discuss a number of his basic philosophies and whether or not his advise makes sense for ...
6 Aug 202021min



















