Financial Truths
In many cases when it comes to financial and retirement planning questions the answer often starts with “It Depends . . .”. However there are some things that can be considered “Financial Truths” - th...
9 Apr 202014min
Retirement Goals
As we all know, virtually everyone has goals for retirement – financial goals, lifestyle goals just to name a few. As you think about your retirement goals, ask yourself whether or not you have a plan...
1 Apr 202016min
Roth Conversions
To convert or not to convert – that is the question! When is it a good idea to do a Roth conversion? On this week's podcast we discuss Roth conversions. Our conversation starts with the basics of a Ro...
24 Mars 202019min
Desire To Retire
What is your desire to retire? Do you have an age in mind? Do you have a specific dollar amount that you want to have saved before you retire? On this week's podcast we delve into a number of question...
17 Mars 202016min
Emotional Investing
We've all been taught that making decisions based on facts and logic tends to work best, however human beings do have emotions. So this week we take some time to discuss balancing emotions and logic. ...
10 Mars 202012min
Common Financial Myths
If what you thought to be true turned out not to be true, when would you want to know about it? Listen in on this week's podcast as we spend some time discussing some “common financial myths” to be aw...
3 Mars 202016min
Financial Bias
To whom are you listening and is their advise in your best interest? Always be on the look out for “Financial Bias”. It's important to understand that much of what you may hear and read is general inf...
25 Feb 202016min
Managing Debt
How do you define debt? It's important to understand what debt is and to evaluate how and when you might pay future obligations early and when you might chose to continue making payments instead of pa...
18 Feb 202016min
