Episodes

Jun 22, 2017
One Size Does Not Fit All
Jun 22, 2017
Jun 22, 2017
47 min
There is no one-size-fits-all retirement plan. We'll discuss the unique challenges you could face. We'll also talk about some demographic statistics that might affect your planning process.

Jun 15, 2017
Don't Assume ...
Jun 15, 2017
Jun 15, 2017
47 min
We'll talk about the dangers of assuming in financial situations. We'll also take some listener questions.

Jun 8, 2017
First Steps
Jun 8, 2017
Jun 8, 2017
47 min
We'll discuss the tricky first steps of retirement planning. We'll also talk about the elements of retirement that you can and can't control.

Jun 1, 2017
Planning For Future Generations
Jun 1, 2017
Jun 1, 2017
47 min
We'll talk about retirement planning and future generations. We'll also discuss inflation and how to know the answers to difficult financial questions.

May 25, 2017
Unasked Financial Questions
May 25, 2017
May 25, 2017
47 min
We're sure you have questions about your retirement, but we want to make sure you're asking the right ones. We'll talk about some of these unasked financial questions. We'll also discuss the retirement regrets we often hear.

May 18, 2017
It's Just Not That Complicated
May 18, 2017
May 18, 2017
47 min
Retirement planning doesn't have to be complicated. We'll talk about why some people make it harder than it should be. We'll also talk about his and hers financial planning.

May 11, 2017
Social Security Myths
May 11, 2017
May 11, 2017
47 min
We'll talk about some significant life events that require the guidance of a strong financial coach. We'll also discuss Social Security myths and the impact your emotions can have on your retirement plan.

May 4, 2017
Recovering From Your Mistakes
May 4, 2017
May 4, 2017
47 min
We'll help you recover from your investing mistakes. We'll also discuss common spousal disagreements when it comes to financial planning.

Apr 27, 2017
Reality Check
Apr 27, 2017
Apr 27, 2017
47 min
Sometimes, you need to hear the truth when it comes to understanding your retirement. On this edition of the show, you're in for a reality check. We'll also give you some essential tips for income planning.

Apr 20, 2017
Are You An Optimist Or A Pessimist?
Apr 20, 2017
Apr 20, 2017
47 min
We get a lot of questions about 401(k) accounts. Today, we'll spend some time answering those questions. We'll also determine whether you're an optimist or a pessimist when it comes to retirement planning.

