If you only knew… As financial professionals, there are things that we wish everyone knew and understood. On this podcast, with David Lee of Mach 1 Financial Group, we’ll explore how a financial advisor’s job would be different, and easier, if everybody understood at least four things.

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April 12, 2018

Keep It Simple, Stupid

We’re not trying to be mean at all, but it’s a good idea to be blunt when it comes to this topic. You see, retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. On this podcast, let’s explore why people make things harder than they need to be and what we can all do to keep the process simpler and easier to understand.

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You probably have a specific routine for how you like to go grocery shopping. Some of us are list-makers, others kind of wing it. Some put everything neatly in the cart while you might be one of those folks who just tosses it all into a big pile. Let’s discuss how retirement is a lot like shopping for groceries.

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March 29, 2018

Mailbag Part 2

We've got another round of listener questions to answer. These ones will be about planning for world events and saving to pay for college.

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Are you lined up for a big bonus from work this year? Have you thought about what you'll do with that bonus? If you're thinking about purchasing a car or another material item, you might want to think about it some more. On this week's podcast, Kyle Alexander takes us through a fantastic illustration of what would happen if you spent that bonus on, for example, a Miata. And then we'll look at what would happen if you utilized those dollars a little differently. The results might surprise you. 

 

For the "Can You Buy More Time To Enjoy Retirement?" White Paper, click here

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March 15, 2018

Mailbag: Part 1

It's that time again on the Mach 1 Market Moment Podcast where we crack open the mailbag to answer questions from listeners like you. In this edition, let's discuss the recent tax code changes, and more.

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You know it’s not a good thing to lie to yourself in any aspect of life. So, let’s “keep it real” and go over some of the common financial lies we tell ourselves and explore why it’s dangerous to approach retirement planning with these mindsets.

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March 1, 2018

In The News

Several companies have announced employee bonuses and increases in their company-wide minimum wage because of the new tax reform. Find out how those bonuses could affect you.

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Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water.

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February 8, 2018

Stress And Retirement Part 2

We continue our discussion on the stressors that are unique to retirement, and how to handle them.

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February 1, 2018

Stress And Retirement Part 1

Life changes when you enter retirement. Let's examine some potential stressors of retirement and how to deal with them.

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January 25, 2018

Mailbag

In this mailbag edition of the podcast, Kyle answers questions about risk tolerance, who needs an advisor during retirement planning, and more.

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January 11, 2018

Tax Code Changes

Kyle Alexander gives us all the details of the new changes to the United States federal tax code.

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December 28, 2017

Time To Get Real: Part 2

We continue our discussion on facing reality in retirement planning.

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December 21, 2017

Time To Get Real: Part 1

It's time to face reality when it comes to the nuances of retirement planning.

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December 14, 2017

Mailbag: Part 2

We continue answering listener questions, this time concerning 401(k) contributions and vetting a potential advisor.

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December 7, 2017

Mailbag: Part 1

We answer listener questions about Roth IRAs.

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There is a lot of information out there about Social Security. Find out which information may be misleading.

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November 21, 2017

Silver Linings

Make the most out of your retirement by seeing the positives of your situation.

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November 16, 2017

Fish Or Cut Bait

Let's go on a fishing trip together and talk about your retirement.

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