Planning

Ep 26: Traits Your Advisor Should Have

Financial advisors come in many different forms with varying degrees of experience, but every advisor you choose to work with should have a set of traits that will give your retirement plan the best chance of success. We’re going to take a look at five you should make sure your advisor or future advisor possess.

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Ep 25: Will Retirement Age Continue to Rise?

For a long time most people have targeted 65 for retirement, which is older than most countries, but that might even go higher in the next few years. Those ages are already rising in countries like France and Spain as they move towards 67. Should you expect a later retirement date? And how does that impact planning? That’s what we’ll discuss today.

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Ep 24: Managing Cash & Debt in Retirement

Do you believe you need to be completely debt free to retire successfully? Or are you comfortable carrying some balances beyond your working years? Having a strategy for managing your debt along with the amount of cash you possess are two key pieces to a successful retirement.

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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 21: The Ins and Outs of Mutual Funds

Mutual Funds have long been a very popular way for people to invest, but is that landscape changing? Let’s explore this investment option, explain some key terminology, and determine what the future might hold for mutual funds.

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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 18: Finding Silver Linings in Unfortunate Financial Situations

Life never goes as planned but how you react to each situation determines how your affected. Let’s look at a handful of negative scenarios that retirees and pre-retirees face and find the silver lining that can help you make the best of a bad situation.

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Ep 17: 5 Ways We Sabotage Our Own Retirement

With so many aspects of the financial world out of your control, why would you sabotage your portfolio by not controlling what you can? Let’s discuss the ways in which people hurt their own financial health so you can keep from making the same mistakes.

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Ep #14: How to Live a Retirement Without Regret

You work hard and deserve the chance to enjoy your retirement to the fullest. No one wants to reach that next chapter with regrets on how you invested and planned along the way. Make the right decisions now and you won’t have that worry in retirement, and we’ll give you advice to rid your portfolio of regrets.

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Ep #13: The Variables That Shape Your Retirement Plan

Retirement is a unique experience for every person with many different factors determining what yours looks like and how you get there. What we do know, however, is that there are five key variables that will have a major impact on your plan. Understanding these and strategizing for them will give you control of your future.

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Ep #11: What Can We Learn About Retirement from Flying?

We look to many different places for help with retirement planning, but have you ever considered what flying can teach us about investing? You might be surprised to hear that there are a number of parallels between the two and we’ll lay them out for your on this episode.

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