Ep 13: Traditional IRA vs. Roth IRA
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
Ep 12: How to Avoid Critical Retirement Planning Mistakes
Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees.
Ep 11: Should You Be Wary of Some of Dave Ramsey’s Advice?
Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Let’s take a look at some of Dave’s most popular advice and see if and when it makes sense for retirees and pre-retirees to disagree.
Ep 10: Best Intentions, Bad Advice
We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it just makes it even more important to discuss. You likely seek financial advice from lots of difference sources. And some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.
Ep 9: Coronavirus Market Update + Next Steps
Time for an update on where we stand with the markets, the economy, and retirement planning as it relates to the Coronavirus pandemic.
Ep 8: Worst Financial Products
So there might not be such a thing as a “bad financial product”, but there are certainly inappropriate investments out there for people in certain situations. We’ll explore some examples of those kinds of situations on this episode and you might be surprised just how common it is for people to be invested in products that are ill-suited for their financial goals.
Ep 7: Coronavirus Update & Retirement Planning Stages
Anthony will share his thoughts on the financial fallout we've seen from the coronavirus and then we'll dive into our conversation on the different stages of retirement. Where should your focus be as you approach that retirement day. Plus, we answer questions from two listeners with investment concerns since the market crash.
Ep 6: Setting Retirement Goals & The Perfect Plan
We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.
Ep 5: Everything You Need To Know About Roth Conversions
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…
Ep 4: All About The Benjamins – Is “Cash” Good Or Bad?
Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.