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Episodes
S2E11 - The Safest Way to Invest in the Market
There are many ways to participate in the market without having to ride the Wall Street Roller coaster.
It is important first to identify what "safe" means to the individual and then create a strategy that allows for...
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S2E10 - Handling Market Anxiety
Q: What was the impetus for living with financial anxiety?
Many people's biggest stumbling block to success is that they act out of fear.
When it comes to financial planning, this manifests as the fear of not having...
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S2E9 - What Type of Advisor Should I Hire?
Q: What type of advisor should I hire?
A: The answer is, is the advisor who can help you, The advisor that you connect with..coming from the marketing side of this business, I have dealt with the full spectrum of...
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S2E8 - The 4% Rule...What You Don't Know Can Hurt You!
What is the 4% Rule?
A: It seems like even the people who seem to think that they know what the 4% rule is, and once they start talking, you kind of realize that everyone has a different impression of what the 4% rule...
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S2E7 - What Type of Advisor Should I Hire to Help Me in Retirement? What should I look for in an advisor?
Q: What type of financial advisor have you found to be the most helpful for those on the verge of retirement? (2:11)
A: This is a little bit of a trick question of, you know, when we're thinking about financial...
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S2E6 - Investing for Retirement
Q: Is there such a thing as "winning" when it comes to investing? (1:58)
Q: What should we be thinking about when it comes to investing for retirement right now? (3:20)
Q: Can you talk about what people mean when we...
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S2E5 - What is the "market?"
Q: What is the "market?" (1:30)
A: Generally speaking, when we talk about the market in general terms, we're talking about the stock exchange and the ability to buy and sell pieces of a company or pieces of a loan to...
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S2E4 - How to Ethically Pay Zero Taxes in Retirement
Q: How can retirees make the most of their money WITHOUT paying too much in taxes? (1:48)
Q: So the tax codes are actually written in favor of his citizens? (3:54)
Q: Where do we, how do we start making our money more...
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S2E3 - Retirement Income Plan
Q: What do I need to know in order to retire? (1:48)
A: There are a lot of things that you need to know as we go into retirement. Unfortunately, there really isn't a handbook out there. HR doesn't give you your gold...
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S2E2: Retiring in a Recession - What You Need to Know
Why is Wall Street saying one thing and the White House another? How does any of it relate to your retirement portfolio? Are we in a recession? What do you need to know!
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S2E1: How Do I Take Over My Retirement Account? (401k, 403b, etc..)
What should you do with the 401k, when you're ready to retire? Which forms do I need to fill out in order to do a "rollover?" When should you start planning your rollover?
What should you do with the 401k, when you're...
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19 - Elder Abuse & Scams
Elder abuse is a serious issue and one that often goes undetected. In this episode, we take a look at some of the most common types of elder abuse, as well as some of the scams that are frequently used to target seniors.
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