Home/Tag: finances

Ep 29: Should Parents Involve Children In Making Financial Decisions?

It’s time to plan the next family vacation. Do parents tackle the planning all themselves and decide on the budget, location and activities? Or should you bring the kids into the conversation? There are probably positives and negatives to either direction, so let’s discuss when and where it might be a good idea to help give kids some control over the family’s finances.

2021-03-04T15:09:47+00:00March 4th, 2021|Podcast|

Ep 28: Know Thyself: How Looking Inward Can Lead To Major Financial Impacts

Socrates said that “the unexamined life is not worth living.” And when it comes to financial planning, it’s important to examine yourself by pondering some important questions.

2021-02-18T15:23:39+00:00February 18th, 2021|Podcast|

Ep 27: Where All My Financial Knowledge Comes From

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?

2021-02-04T15:04:56+00:00February 4th, 2021|Podcast|

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.

2020-06-04T13:43:31+00:00June 4th, 2020|Podcast|

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.

2020-03-19T13:52:49+00:00March 19th, 2020|Podcast|

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.

2020-02-20T14:14:01+00:00February 20th, 2020|Podcast|
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