June 1, 2017

Stress And Retirement

We'll examine the ways stress can affect your retirement and how to approach its impact.

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May 25, 2017

Little White Lies

We'll talk about the little white (financial) lies that can get you in trouble if you're not careful. 

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We'll learn whether David has an optimistic or pessimistic outlook on pressing financial matters. 

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May 11, 2017

401(k) Questions

We'll answer some 401(k) questions from listeners like you. 

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May 4, 2017

Lazy Money

We want to make sure you're putting your money to work. We'll also talk about the dangers of having what we call "Lazy Money." 

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April 27, 2017

The Glory Days

Back in the "glory days," it was much easier to retire. Today, it's a little more tricky. We'll talk about some strategies that can make retirement easier.

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April 21, 2017

Listener Questions

We'll take your email questions on interest rates, reverse mortgages, and more. 

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April 13, 2017

Elephants In The Room

When it comes to retirement planning, there can be several elephants in the room. We'll talk about how a good financial plan addresses these elephants.

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Have you made financial mistakes in the past? On this edition of the show, we'll continue talking about strategies that can help you bounce back from those mistakes.

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Have you made financial mistakes in the past? On this edition of the show, we'll talk about strategies to help you bounce back from those mistakes.

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March 23, 2017

Listener Questions

On this edition of the show, we'll answer your listener questions about home equity lines, interest rates, and the importance of life insurance.

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A 401(k) is a useful tool for helping you plan for retirement. However, it isn't always right for you. We'll discuss why that is and whether you should be using a different investment vehicle. 

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Marriage isn't easy, and when it comes to financial matters, you and your spouse are bound to disagree at times. On this week's podcast, we'll discuss how to navigate financial conflict as it arises. 

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When preparing to take off for your retirement, be sure you've gone through your financial pre-flight checklist. Otherwise, you could end up financially grounded. 

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In football, it's easy to see that good coaches have an enormous impact on their team's success. On this edition of the show, we'll talk about the importance of having a good financial coach on your retirement planning "team".

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In football, when teams get into the "Red Zone" they really want to limit their mistakes. Why? Because they're close to a touchdown. It's similar to when you enter the "Financial Red Zone", when you get within 10 years of retirement. You want to limit your mistakes in this time frame. On this episode we'll cover the details of why this timeframe is so important.

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It's the end of the 4th Quarter, and you're running out the clock. All you need to do is take a knee. Anything else could cost your team a win. Today we'll show you how to execute the proper victory formation in your retirement portfolio. 

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It's time for the Big Game, and we're not talking about the Super Bowl. On this edition of the podcast, we're working to coach you toward a winning retirement. We'll show you the importance of an effective Hurry Up Offense as it relates to your financial plan. 

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Going through a divorce can be an incredibly difficult time, and it leaves you with many sensitive issues to address. It's important to think through the financial implications a divorce might have on your retirement plan. We'll talk through some of the questions you should be asking if faced with this situation. 

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December 28, 2016

401(k) Rollovers

After a career spent building up your 401(k), you don't want to see it threatened by taxes. This week, we'll talk about the importance of 401(k) rollovers. 

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