stocks

4 Things March Madness and Retirement Planning Have in Common

The month of March has become synonymous with college basketball and the drama of the NCAA Tournament. Millions tune in every year to watch the buzzer-beaters and upsets with the hope that their bracket can withstand the craziness.

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Ep 160: Should You Follow the 60-40 Rule?

People have used the 60-40 rule for investments for years. It typically works well enough, but is it most effective? In this episode we are going to break down the 60-40 rule and help you understand ways you can expand this concept to better diversify your investments. Join us on today’s episode as we break…

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Ep 152: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experience satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. Making sure you have all your bases covered isn’t always an easy feat…

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Ep 151: How Money Ads Get Your Attention

We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us.

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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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Building an Investment Plan to Sustain Your Retirement

Retirement planning requires having every piece of the puzzle in place to ensure a successful transition to financial independence, and one of those pieces is investment planning, which takes thoughtful construction and execution.

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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 143: Mailbag: Rates of Return, TSP Investments, and More

We are opening up the mailbag today to answer various questions from listeners and clients. We’ll explore the average rate of return, blue-chip stocks, TSP investments, and much more on today’s show.

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Ep 142: Surviving a Bear Market

What do pre-retirees and retirees need to know about surviving this bear market and possible recession? On today’s episode, we’ll explore some expert advice on surviving a bear market and whether we agree or disagree with these opinions.

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Ep 140: Investor Beware: Advisor Red Flags

With the volatility in the market many of us are looking to start working with an advisor. What should we keep an eye out for when shopping around for an advisor? What red flags do we need to be aware of?

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Ep 139: Are You a Risk Taker? Evaluating Your Risk Tolerance Level

Do you take a lot of risk or are you a conservative investor? On today’s episode, we’ll explore why risk tolerance matters and how understanding our own risk tolerance level can protect our assets and future.

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Ep 138: Top 10 Financial Debates – Part 2

Let’s continue our conversation on financial debates today. From deferring taxes to using credit cards, what is your opinion on these common financial debates?

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Ep 135: The Secret to Retirement Success

So, what really is the secret to retirement success? While it may be harsh, the reality is we are often our own worst enemy when it comes to planning. On today’s episode, we are going to discuss how we, as investors, can get out of our own way in order to have a successful retirement.

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Ep 107: Tax Consequences – Pros and Cons

Do you know the tax consequences on your retirement accounts? Today, we will be discussing 5 different types of accounts and the tax pros and cons with each.

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Ep 72: The GameStop Stock Story

Wondering what just happened with GameStop stock? Wish you had jumped on that bandwagon? Phil gives some information on what happened and what he thinks about it.

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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 #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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Ep #9: Excuses We Make for Sticking With the Wrong Financial Advisor

Every decision you make in regard to your finances goes a long way to determining how much you’ll get to enjoy retirement, but using the correct advisor will have a big impact on your planning process. Despite that, investors will often make excuses for working with someone that doesn’t fit their needs and goals. Let’s talk about some of the common excuses that are used.

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Ep #8: Financial Planning With a Sense of Urgency

No matter how well you plan, there are times in your life where things shaken up and force you to change course. All of a sudden you shift to planning with a sense of urgency. On this episode, we’ll discuss some of those scenarios and how you can prepare yourself.

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Ep #7: Are You Prepared in Case These Retirement Portfolio Disasters Strikes?

You’ve been planning for retirement by saving and investing for years but how prepared are you for negative events? Portfolio disaster could strike at any time and you need to have a plan in place to deal with it. We’ll run through the most likely scenarios and what you should do to stay retirement ready.

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