All Episodes ∨
Episodes
15 - Secure Act 2.0 & Your Roth Conversion
The Secure Act 2.0 changes the game when it comes to Roth conversions. Join as we discuss it on today's FIRE podcast.
View Episode
14 - Alpha, Beta, Gamma - What do they all mean?
Have you ever wondered if the investment proposals you are seeing are accurate or just a load of hogwash? Have you ever wondered if people are just pulling a fast one on you? Get the low down in this week's episode,...
View Episode
13 - Investing and Inflation
Some good news for a change. Why the economy will probably continue to do well, why the US will probably have a labor shortage...though not for everyone...and what it means for your retirement.
View Episode
12 - Investing vs Gambling
How do you know if you are "investing" or just plain old "gambling" in the market. What differentiates the two? Here's what separates the amateurs from the pros.
View Episode
11 - The World Right Now
How does War, Inflation, a down market, 30-trillion dollars in national debt, and rising interest rates impact your retirement? What can you do about it? What should you do about it? How do you protect your...
View Episode
10 - Estate Planning
What are the essentials we need in an Estate Plan? How do we protect those we love? You don't need a fancy trust, or lawyers to have an effective estate plan. Find out how the must know facts in this week's episode of...
View Episode
09 - FIRE over 50!
What is FIRE (Financial Independence and Retire Early) and how does it apply to someone who is near retirement or already in retirement? Are there shortfalls?
View Episode
08 - Social Security Maximization
Wondering how to get the most out of your social security? Worried you are going to make the wrong decision.
View Episode
07 - How to Handle Market Anxiety
Thoughts on current volatiltiy. How to handle market anxiety. What should you be thinking? How do you hold on during all this volatility?
View Episode
05 - How Advisors Are Paid
Do you know how your financial advisor gets paid? In this video, we'll break down the three most common compensation models and help you understand which one is best for you.
View Episode
04 - Tips for Budgeting & Spending Less
Struggling to cut back on impulse purchases? Having trouble sticking to a budget. Check out this episode for an interesting discussion with Freddie and Leibel on how to take control of your personal finances.
View Episode
03 - Downsizing...What You Should Consider First
What are the pros/cons of downsizing? When looking at HOA vs Condo what should you consider?
View Episode