Ep 26: What Drives Your Financial Advisor Crazy?
No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world.
Ep 25: Things Nobody Says
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why.
Ep 24: Are Variable Annuities The Canned Tuna Of The Financial World?
We all have that food we just can’t stomach. Maybe canned tuna. Stinky cheese. Liver. Kool-Aid pickles. You get the idea. If there is any product in the financial world that’s like one of these much-maligned meals it has to be the variable annuity. It “gets hated on” by seemingly everyone who calls themselves a retirement planner. Why is that? And just like there’s always a couple of people who like pineapple pizza, is there ever a situation where a variable annuity could be an attractive delicacy for an investor?
Ep 23: Is Diversification for Suckers?
If you look up quotes about diversification from famous investors, you might come across one from renowned investor Warren Buffet that will certainly raise your eyebrows. It goes, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” Yet, we’ve always heard about diversification being one of the keys to success for retirement planning. How can these seemingly different ideas both be right?
Ep 22: 401k FAQs
This episode is all about addressing the most frequently asked questions about 401(k)s.
Ep 21: Addressing Specific Retirement Concerns Of Baby Boomers
We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided? We’ll ask and attempt to answer those questions on today’s show.
Ep 20: 20/20 Hindsight
Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror.
Ep 19: This One’s On The House
We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.
Ep 18: Are These Rules Full Of Bull?
The retirement world is full of retirement rules. Are these rules legit or full of bull?
Ep 17: Financial Issues Particularly Challenging For Women
Let's take a look at some of the issues that women commonly face in the financial world, and how all retirees and pre-retirees can learn from these challenges. Later on, we'll tackle a listener question about the Rule of 100.