May 26, 2022
Are we headed into a recession? That’s the question that’s on a lot of minds. On today’s show we’re going to make sure a recession doesn’t ruin your finances or retirement plans. We’ll also welcome retiree and investor Jim Manning to the show so he can ask questions, which are probably the same questions you...
May 19, 2022
In the retirement planning business, we occasionally get some unreasonable requests. We’ll do our best to accommodate everyone’s needs, but sometimes they just aren’t realistic. On this show, we’ll share some of the requests and tell you how to set proper expectations around your retirement planning.
What we...
May 12, 2022
What can we learn from billionaire Warren Buffet when it comes to our finances? He shares some key lessons and advice to keep our money on track for long-term financial success.
What we discuss in this episode:
2:26 – Bankrate article
5:21 – Portfolio survival
10:20 – Value, not timing
13:45 – Productive...
May 5, 2022
You might not pay as close attention to your birthdays as you get older, but there are some ages that you need to be paying attention to. On this episode, we're sharing the most important birthdays in retirement planning. We'll take you through some of the key ages, why they are important and what you should be thinking...