Latest Episodes
November 05, 2020
035: How To Protect Your 401(k)
For many people, the 401(k) is one of the biggest parts of their retirement portfolios. In times of great uncertainty, and especially of market...
00:18:51
October 22, 2020
034: Taxes in Retirement: Part 2
In the previous episode of this podcast, we explored what taxes currently mean for retirees - and why taxes are the most expensive thing...
00:17:19
October 16, 2020
033: Taxes In Retirement: Part 1
Taxes are the single biggest expense that people have in retirement. Everyone wants to have a plan in place to deal with them, but...
00:20:10
October 01, 2020
032: How to Best Utilize Life Insurance
Many people buy the wrong life insurance products. It’s easy to make bad decisions when you don’t have a concrete financial plan in place,...
00:20:25
September 23, 2020
031: Target Date Funds & Age-Based Investing
We are all living in one of the craziest, most volatile markets in history. To get through it, you need a plan, and that...
00:20:26
September 03, 2020
030: Annuities Part 2: The Good, The Bad, and The Ugly
In last week’s episode, we started a deep dive into annuities: what they are, how they work, and why they might (or might not)...
00:19:17