Turning Savings Into A Real Retirement Plan

By |2025-04-16T20:47:27+00:00April 17th, 2025|Podcast|

We got a thoughtful question from Amanda last week, who said: ‘I’ve been saving for retirement, but I’ve never actually made a plan.’ And she’s not alone. There are plenty of people who’ve built solid savings but haven’t connected the dots to what retirement will actually look like. So today, we’re talking about the first steps to turn good saving into a great retirement plan.

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Is 2025 A Bad Time To Retire?

By |2025-04-03T14:38:34+00:00April 3rd, 2025|Podcast|

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?

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Presidential Missteps & Retirement Planning: What NOT to Do

By |2025-04-03T14:23:22+00:00April 3rd, 2025|Podcast|

Great leaders make great decisions, but even presidents have made mistakes. And just like in history, financial missteps can have serious consequences. Today, we’re looking at some of the biggest blunders in presidential history and how they translate into retirement planning mistakes you’ll want to avoid.

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Spring Cleaning for Your Finances: A Marie Kondo Approach to Money

By |2025-03-12T20:19:23+00:00March 13th, 2025|Podcast|

Spring is in the air (or at least it will be soon) and for some, that means it’s time for spring cleaning. Marie Kondo is considered an expert in tidying and decluttering, and wrote the book, “The Life-Changing Magic of Tidying Up.” Let’s take some of her quotes and concepts about tidying up and apply them to your financial life…

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If You’re a Smart Investor, Do You Really Need a Financial Advisor

By |2025-02-21T16:54:50+00:00February 21st, 2025|Podcast|

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.

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The Things That Don’t Matter… Until They Do

By |2022-09-09T22:49:25+00:00July 22nd, 2021|Podcast|

Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t. Let’s talk about some of the things in the financial world that don’t matter until they do.

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5 Things You Must Know About Decumulation To Retire Successfully

By |2022-09-09T22:49:59+00:00July 8th, 2021|Podcast|

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.

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Where Crisis & Opportunity Meet

By |2022-09-09T22:56:34+00:00May 6th, 2021|Podcast|

To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Let’s discuss how some of these crises might actually be opportunities, depending on your situation and perspective.

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