Jun 23, 2022
There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.
What we discuss today:
3:43 – Fear...
Jun 16, 2022
If you’re counting down the days until retirement, we have a checklist of things you need to keep in mind. We’ll help you get ready for the big day and make sure you are ready financially and otherwise.
What we discuss today:
2:20 – Getting healthy
4:37 – Free time
5:48 – Work
7:19 – Save more
9:37 –...
Jun 9, 2022
Can I retire at 55? We get this question a lot, especially with the recent trend of people trying to retire earlier. Most people don’t know if they can retire early, but we can help.
What we discuss today:
2:26 – Peanut gallery
3:40 – Retire at 55?
5:09 – Social Security
8:27 – Financial advisers
10:22 –...
May 26, 2022
It’s always a good idea to have cash set aside for emergencies or for major purchases you might have coming up. But when is a healthy bank account actually counterproductive? With today’s challenging financial environment, we thought it would be a good idea to have the cash conversation again.
What we discuss...
May 19, 2022
Should I take money out of my 401k to pay off debt? What are the tax implications of selling my mom’s house? Why are financial advisors paying more attention to my husband? These are a few of the questions we’re answering in today’s mailbag.
What we discuss today:
2:30 – 401k debt relief
7:57 – Selling...