risk

Ep 40: Should You Follow These Popular Retirement Rules of Thumb?

September 1, 2022

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.

Ep 35: What To Do as You Count Down the Days to Retirement

June 23, 2022

If you’re counting down the days until retirement, we have a checklist of things you need to keep in mind. We’ll help you get ready for the big day and make sure you are ready financially and otherwise.

Ep 20: Quit Cutting Corners in Your Financial Plan

November 18, 2021

We all cut corners occasionally, but how can this hurt our financial plans? While we may think we can get away with cutting some corners, we will end up hurting our financial future if we do so.

Ep 17: Is Your Your Financial Plan Out of Tune?

September 30, 2021

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan

Ep 16: How Football Relates to Your Finances

September 16, 2021

What do NFL quarterback battles have to do with your finances? We are going to explain how the similarities can be quite revealing. Plus, we’ll answer some of your mailbag questions about business loans and more.

Ep 14: Retirement Plan Customization Is King

August 26, 2021

Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. We’ll share some of the things that need to be considered if you’re going to build a truly customized plan.

Ep 3: Mailbag Questions – Bonds, Retirement Savings and More

August 6, 2020

Is this a good time to buy bonds? Should I hire a younger financial advisor? How much should I save for retirement? Let’s dive into the mailbag and answer these and other questions.

Ep 2: Keyboard Warriors, Saying One Thing But Doing Another, & Mark Twain Quotes

July 9, 2020

If you’ve been around the internet long enough, you know to avoid the comment section. We slipped up and scrolled through a recent active on retirement and COVID-19. We’ll share the wide range of comments we came across and have a little fun evaluating them. Plus we’ll talk about times you say one thing and do another with your money before pulling Mark Twain quotes that provide a little financial wisdom.