Facing Financial Reality
It's time to face reality. Learn the reality of planning for retirement today. We'll also examine when you should retire. Finally, discover what safe money means to you.
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August 18, 2017
Episode 19: Organizing Your Financial Junk Drawer
Learn how to organize and utilize your financial junk drawer. Examine the pain points in your portfolio, and fight through the awkwardness when it comes to conversations about money.
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August 10, 2017
Episode 18: DIY in Retirement
Learn the different ways people inform themselves when making financial decisions. You'll also find out what the do-it-yourself mentality looks like in retirement planning.
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August 3, 2017
Episode 17: 50 Shades of Gray Area
This week, we're headed to the movies. Don't miss out as we take you through financial classics including 50 Shades of Gray Area and It's a Wonderful Life Expectancy.
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July 27, 2017
Episode 16: The Big Distractions
We'll discuss some of the "shiny objects" that can distract you in financial planning. We'll also talk about what it means to be financially fit.
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July 20, 2017
Episode 15: A Client’s Life For Me
We'll talk about what it's like to be a financial client. We'll also do some financial problem-solving, and we'll discuss some of the wrong financial questions we hear people ask.
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July 13, 2017
Episode 14: Hidden Expenses and Emotional Planning
We'll examine the hidden expenses you might incur during the planning process. We'll also talk about times when it's important to be in tune with your emotions. Finally, we'll share our opinions on some popular financial debates.
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June 29, 2017
Episode 13: Navigating Your Retirement
We'll make sure your advisor is helping you navigate some key elements of retirement planning. We'll also explore some important financial terms and talk about what it means to take an "early retirement."
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June 22, 2017
Episode 12: Fuzzy Math 101
Fuzzy math can lead to unrealistic expectations in your retirement plan. We'll explain some common fuzzy math. We'll also discuss the difference in a financial plan and a sales pitch. Finally, we'll talk about some important questions to ask yourself as you begin to plan for retirement.
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June 15, 2017
Episode 11: Unique Challenges You’ll Face In Retirement
We'll discuss the unique challenges you could face. We'll also talk about some demographic statistics that might affect your planning process. Finally, we'll make sure you're being realistic as you're imagining retirement.
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June 8, 2017