Home/Tag: investments

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 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.

2020-05-21T13:25:01+00:00May 21st, 2020|Podcast|

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.

2020-04-16T13:32:24+00:00April 16th, 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|