inflation

Recency Bias in Action

January 23, 2025

Today we’re going to piggyback of our conversation in the last episode by focusing in on recency bias and show you how the concept plays itself out among investors.

Why Are Treasury Yields and Fed Rates Moving in Opposite Directions?

January 8, 2025

The bond market has been sending mixed signals lately. Since September, we’ve seen a rare divergence: while the Fed cut its policy rate by 100 basis points, long-term Treasury yields have risen by the same amount.

How One Overlooked Issue Can Sink Your Retirement

February 15, 2024

In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.

7 Most Common Retirement Planning Mistakes (Part 2)

June 22, 2023

Welcome to part two of our series about retirement planning mistakes. Last time, we talked about the pitfalls of ignoring tax implications, failing to diversify your investments, and procrastinating when starting your investments. On today’s show, we’ll share seven more mistakes people often make when planning their retirement.

Ep 51: The Incomplete Financial Plan

February 23, 2023

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they’ve missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete….

Ep 43: Headline News and Financial Reality

October 20, 2022

Today we’re checking out some headline news. Are the negative news stories as bad as they seem? And how should you react when you read news that could impact your finances? We’ll give you insight into what is portrayed in the media and what is reality. It’s so hard to get unplugged in 2022. You…

Ep 34: Can I Retire at 55?

June 9, 2022

Can I retire at 55? We get this question a lot, especially with the recent trend of people trying to retire earlier. Most people don’t know if they can retire early, but we can help.

Ep 23: Sorting Out the Importance of Legacy Planning

December 21, 2021

Welcome to our final episode of 2021. On today’s show we’re talking about the importance of legacy planning and what you need to know to make your plan a success.