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5 Things You Must Know About Decumulation To Retire Successfully

July 8th, 2021|Categories: Podcast|Tags: , , , |

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.

Where Crisis & Opportunity Meet

May 6th, 2021|Categories: Podcast|Tags: , , , , , |

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.

What Basketball Teaches Us About Retirement

April 1st, 2021|Categories: Podcast|Tags: , , , , , |

With March Madness just wrapping up and the NBA Playoffs around the corner, basketball is still on the mind for some people. What can we learn about retirement planning by exploring some concepts in the game of basketball?

How Women Can Make Sure They’re Involved In Financial Decisions

February 18th, 2021|Categories: Podcast|Tags: , , , , , |

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.

Explaining GameStop’s Meteoric Stock Rise And Lessons Learned From A Wild Wall Street Week

February 4th, 2021|Categories: Podcast|Tags: , , , , |

You probably heard all about GameStop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of January. But what really happened that had all of the financial media world stirred up and Alexandria Ocasio-Cortez and Donald Trump Jr. actually agreeing about something? We’ll seek to explain what happened and cover some lessons learned from the events.

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