The Bucket Plan with Jason Smith, Part 1

Nov 7, 2019 | Podcast

On today’s podcast, we are joined by Jason Smith who is the chairman of Prosperity Capital and author of The Bucket Plan. We discuss how Jason got started with the bucket plan concept and his ideologies surrounding this type of planning.

Paychecks & Playchecks with Tom Hegna

Oct 17, 2019 | Podcast

On this week’s podcast, we sit down with well-known financial author and speaker, Tom Hegna. Tom discusses his book Paychecks & Playchecks and different methods that can generate a lifetime income stream.

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)