Oct 8, 2020 | Podcast, Retirement
We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided?
Feb 20, 2020 | Podcast, Retirement
Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on...
Jan 14, 2020 | Podcast, Retirement
Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I...
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…
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)
Apr 4, 2019 | Podcast, Retirement
We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.
