Home/Tag: retirement

Ep 15: Survival Guide: Lessons Learned For The Next Stock Market Crash

So, we’ve all experienced what a market crash feels like in recent memory. If you had forgotten what it felt like in 2008, then 2020 should have been a sobering reminder of what it’s like to experience that sudden market drop. Now, we don’t know when the next market crash will come. Will rising virus cases now or a resurgence in the fall cause another one? Will the lead up to, or result of, the election cause turbulence? We just don’t know what factor is going to come along and serve as the catalyst for the problem. But what we can do is follow some basic rules to ensure we don’t lose our shirts next time the arrow on the graph tumbles down.

2020-08-06T13:52:09+00:00August 6th, 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|

Ep 2: Which Excuses Keep You From Retiring?

Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”

2020-01-16T14:28:43+00:00January 16th, 2020|Podcast|

Ep 1: Must-Have Financial Advisor Traits

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

2020-01-02T13:01:10+00:00January 2nd, 2020|Podcast|
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