The Mailbag Show

Oct 3, 2019 | Mailbag, Podcast

We dedicate this week’s podcast to questions from our listeners that we have received from our website.

Excuses Why You’re Working With The Wrong Advisor

Sep 19, 2019 | Financial Planning, Podcast

Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and...

Why You Should Plan For Retirement With A Sense Of Urgency

Sep 5, 2019 | Financial Planning, Podcast, Retirement

Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency…

Exposing 401(k) Weaknesses

Aug 15, 2019 | Podcast, Retirement

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b…or TSP…or 457 plan)

These Financial Things Are Underrated

Aug 1, 2019 | Podcast

This topic is simple. Things related to your money, finances, and retirement that should get way more attention and excitement. Let’s give them the love they deserve on this episode.

These Financial Things Are Overrated

Jul 18, 2019 | Podcast

Sometimes things get pushed or catch a lot of buzz in the financial landscape and they just aren’t all they’re cracked up to be. Let’s explore some of the things that might be sold to you as the greatest thing since sliced bread, but in reality it’s probably way too...