life insurance

Ep 150: Getting Your Financial Decisions Right the First Time

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

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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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Ep 148: Going Against the Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

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Ep 137: Top 10 Financial Debates – Part 1

Should you pay the house off before retirement? Do you need to keep your life insurance once retired? Do annuities deserve their bad reputation? On today’s episode, we’ll breakdown some famous financial debates and how each side approaches these topics. Who do you agree with?

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Ep 95: Things That Don’t Matter…Until They Do

What are those financial decisions you should be making now? It might seem unnecessary at the time, but you’ll be glad you handled it when the need arises.

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Ep 86: Do Retirees Really Need Life Insurance?

Is life insurance something you should have as a part of your retirement plan? Why or why not?

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Ep 56: Financial Stuff You Should Know

From the global bond market to living benefits, there are several important financial concepts you might not yet know about. Today’s episode will cover four things you should know when it comes to finances.

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Ep 38: Playing the Financial Crossword Puzzle

When you complete a crossword puzzle, every letter and word needs to be right in order to achieve success. Similarly, a financial plan has a lot of intersecting parts that need to be aligned in order to achieve your goals. Are you ready to play?

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Ep 22: Are These Excuses Keeping Your From Retirement?

Have you ever heard someone tell you they don’t want to retire? Sometimes they might mean it, but other times it’s just a defense mechanism for the fact that they don’t feel prepared for retirement. Let’s take a look at some of the most common excuses and what they might actually mean.

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Ep 20: 5 Biggest Social Security Misunderstandings

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. How do you know what to believe and what to ignore? On this show, we’ll clear up the top 5 misunderstandings about Social Security.

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Ep #10: Busting the Myths When It Comes To Your Retirement Plan

Ever hear something that caused to you ask, “Is that really true?” There are common myths that float around all the time, so what myths are there when it comes to retirement planning?

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