Latest Episodes
September 09, 2022
075: Managing Your Debts with a Personal Debt Plan
As inflation soars, more and more people are dipping into their savings–or going into debt–to make ends meet. While it may not be an...
00:18:10
September 07, 2022
074: The Retirement Checklist for Your Financial Plan
No matter what financial shape you’re in right now, it’s never too late to find new ways to do better in the years to...
00:22:00
July 29, 2022
073: How to Avoid Drinking the Market Rally Kool-Aid
If you’ve been watching the markets over the last few weeks, you probably have questions. Is the current market rally evidence that we’re experiencing...
00:20:33
July 27, 2022
072: How to Avoid FOMO When Markets Are Volatile
Our economy feels like a pretty uncertain place right now–especially if you’re approaching retirement age (or recently retired). Whether you’re reading the headlines or...
00:21:12
June 30, 2022
071: How Comprehensive Financial Planning Protects Your Lifestyle
On June 15th, the Federal Reserve decided to raise interest rates by 75 basis points. Understandably, this leads to a lot of questions: how...
00:21:01
June 24, 2022
070: How to Make Your Retirement Plan Recession-Proof
It's difficult to prepare for every worst-case scenario. When the most likely scenarios are considered, it can help avoid panic and overwhelm when the...
00:25:02