financial planning

Retirement Planning Fear, Procrastination, and Indecision

Navigating financial decisions, especially as retirement approaches, can be a challenging terrain for many investors. Whether it’s the anxiety around making the right choices or grappling with an overload of information, it can be tempting to push off important retirement planning conversations. It’s a familiar scenario – putting things off to “next week,” only to find that “next week” turns into a long period of indecision.

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Retirement Planning Is Harder Than It Used To Be (Part 2)

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning.

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Retirement Planning Is Harder Than It Used To Be (Part 1)

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning.

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Will The Economy Boom Or Bust In 2024?

Everyone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housing prices to the looming question of a potential recession or stock market crash.

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Are Your Good Money Habits Holding You Back? (Part 2)

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial working in your favor? In part two, we explore the pros and cons of practices like paying off debt early and keeping up with the financial news.

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The U.S. Retirement System On The Global Stage

Join us as we analyze the strengths and weaknesses of the U.S. retirement system and compare it to other retirement systems around the globe.

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Santa’s Naughty or Nice Investment Guide

In this festive episode, we’ll sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the proverbial lumps of coal. This will be an educational episode for all investors, whether you’ve been financially naughty or nice this year…

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Strategic Planning for Retiree Healthcare

In today’s episode, we’re focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expenses after you retire? Join Phil and Marc as they discuss the common pitfalls pre-retirees face when it comes to healthcare preparedness and offer insights into how to navigate the evolving landscape of healthcare options.

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Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)

Ever thought that minor tweaks in your financial plan could lead to major wins? Join us as we jump back into our conversation on the powerful world of simple financial adjustments. Stay tuned as we unpack some seemingly small steps that can bring about big, positive ripples in your financial life.

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Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)

Ever thought that minor tweaks in your financial plan could lead to major wins? Join us in this episode as we unravel the surprisingly powerful world of simple financial adjustments. Stay tuned as we unpack some seemingly small steps that can bring about big, positive ripples in your financial life.

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The Financial Red Zone

The final decade before you reach retirement is often referred to as the financial red zone, and it’s arguably the most important time for planning. Not only is it typically your highest-earning years of work, but the window for getting your retirement in order is closing quickly. With that in mind, we wanted to take a little time to lay out some of the keys to converting in the financial red zone.

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Retirement Planning’s “Hidden” Questions

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement.

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Even Responsible Savers Can Make Mistakes

It might sound a bit counter-intuitive but saving might also get you in trouble once you reach that next chapter. Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life.

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Getting Started: A Financial Plan’s First Steps

If the thought of putting together a financial plan is overwhelming to you, know that you aren’t alone. With many moving pieces and endless sources of information, the most difficult part of building a financial plan is knowing where to start.

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Sales Pitch vs True Planning – How to Tell the Difference

If you aren’t sure how to tell whether an advisor actually has a planning process or just gives sales pitches all day, we’re going to tell you what to look out for to help you identify the difference.

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Ep 162: Will it Take a Miracle to Retire?

In this episode, we will be discussing this article that cites 35% of millionaires saying it’s “going to take a miracle” to be ready for retirement. Why are Americans feeling less confident? Is it realistic that millionaires can’t feel sure about their retirement futures? Listen to find out. Join us on today’s episode as we…

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Ep 161: Making Smart Decisions During Major Life Events

Some major life events catch us by surprise, and others are more anticipated. No matter the circumstance, it’s imperative to make wise financial decisions when navigating these life changes. Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in…

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Ep 158: The Retirement Marathon: Finishing the Race

Getting through retirement can be a lot like running a marathon. In this episode, we will discuss some similarities between getting to the finish line in racing and retirement. A lot of people assume that training for a marathon consists of long runs every day, when it actually involves a lot of planning. Most marathoners…

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Financial Planning and The Role Your House Will Play

For most people, their home will be the most valuable asset they own during their lifetime so it’s no surprise that we get a lot of questions about how a home (or homes) fits into retirement plans.

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Ep 149: How Procrastination Dooms Your Financial Future

People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them…

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