retirement

Ep 17: Overrated Things In The Financial World

It isn’t difficult to come across things that are overrated in this day and age. Everything is promoted online, and algorithms draw us in. That being said, there are some things you may not realize are overrated, especially when it comes to finances. In this episode, we are going to discuss some of the financial scenarios that you may want to avoid.

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Why a Long Life Can Be a Planning Risk

https://youtu.be/PGU8elGDp6Q We all want to live a long, healthy life and thanks to developments in modern medicine, Americans are living well into their 80s and 90s on a regular basis. Life expectancy has increased by nearly a decade since 1970, and there’s no reason to believe that trend won’t continue into the future. While it’s…

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Ep 14: Financial Mental Blocks

Check out what you’ll learn in this episode: Can optimism hurt you financially? (1:02) Has The Law of Triviality got you down? What trivial matters are distracting you? (5:17) Is the “Ikea Effect” causing you to place a higher value on a failed financial strategy? (11:14)  

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Ep 13: The Cost of Doing Business

If you haven’t hired a financial advisor yet, you may be wondering what it would cost you. There are different ways advisors charge their clients, but there can also be a cost to your portfolio by not hiring an advisor.

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Ep 10: Good News, Bad News

Hopefully, you aren’t receiving much bad news with your finances but there are specific situations where we can find a little of both. On this episode of the podcast, we’re going to discuss these scenarios and talk about why the good doesn’t always outweigh the bad.

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Ep 9: The First Visit

Coming in to meet an advisor for the first time can be a bit nerve wracking. So, on today’s episode, we’ll break down what the first visit with us looks like and what you can expect to learn.

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Ep 8: Understanding Your Medicare Options

We’re talking all about Medicare on today’s show because we get questions quite often about this healthcare program. Before you make any decisions on coverage, it’s important to understand everything about Medicare because it’s unlike any other plan you used while working. 

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Ep 7: Welcome to the Retirement Restaurant

It’s been said you can eat food that’s healthy, cheap, or easy but you can’t get all three at once. At best you can get 2 out of the 3. Maybe you can go out to a restaurant, it’s easy and maybe healthy but it’s not going to be cheap. Is retirement planning and financial investing the same way?

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Ep 6: Financial Wisdom from Warren Buffett

What valuable lessons can we learn from one of the most successful investors of all time, Warren Buffett?

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Ep 5: Understanding Financial Proverbs

There are a lot of financial sayings out there, things that you’ve probably heard your whole life, what does a financial advisor make of these proverbs, and are there any lessons to learn from them?

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