Market Moment Podcast

Episode #108: Real Financial Advising Is Solving Problems

Most people think that a financial advisor’s primary job is picking investments. That’s only a small part of it. The reality is that the primary job is solving problems. Let’s look at some situations that have happened over the years where the financial planning became less about picking investments and more about solving problems.

Year In Review #3: Mailbag - Inheritances and Earning Interest

To close out the year, we're bringing back some of our favorite episodes from 2018!

We'll take your listener questions on how to invest an inheritance and what to do if your money isn't earning interest.

Year In Review #2: The Four Things We Wish Everyone Knew

To close out the year, we're bringing back some of our favorite episodes from 2018!

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.

Year In Review #1: The Bonus And The Miata - Can You Buy More Time For Your Retirement?

To close out the year, we're bringing back some of our favorite episodes from 2018!

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

Episode #107: What It’s Like To Be A Client

We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.

Episode #106: Unique Planning Challenges

Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…

Episode #105: Mailbag - Small Biz Taxes - Fee Only Advisors - Are You Short-Sighted?

We'll open up the mailbag this week to answer your questions about small business taxes, working with fee-only advisors & seeing if you're financial plan is too short-sighted.

Episode #104: Be Realistic About Your Retirement

We often have a lot of unrealistic expectations about retirement. And there’s nothing wrong with that if we reel ourselves back toward reality before making major decisions. Let’s talk about some of the ways our retirement expectations get out of whack and what more realistic scenarios should look like.

Episode #103: Mailbag - Early Retirement - Nursing Care Costs - Insurance As An Investment

Some great questions this week about things to think about if you're looking to retire in your 50s instead of your 60s, how much to plan to pay in nursing home care, and what David Lee thinks about using insurance as an investment.

Episode #102: Mailbag - Short-Term Investing, Self-directed IRAs, Rental Properties

Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties.

Episode #101: You've Lost That Financial Feeling

Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation.

Episode #100: Mailbag - IRA Contributions

Oscar turned 50 and wants to know whether it's a good idea to start contributing more to his IRA account.

Episode #99: Settle The Debate - Right Or Wrong?

Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds & annuities. And we’ll try to answer why there are so many different opinions on these concepts.

Episode #98: Storytime - Too Late

David tells us about a time when somebody said to him, “If only I’d met you sooner!”

Mailbag On Tax Planning And Market Volatility

Matt joins us and answers your questions on tax planning, market volatility, and the retirement planning process.

Sales Pitch Versus True Planning

It’s important to be able to recognize the difference between an advisor who actually has a planning process and one who just gives sales pitches all day. Let’s go over how you can identify the difference.

The Fiduciary Standard

We unpack a listener question about the fiduciary standard and explain why it's important you look for an advisor who will fight for your best interest.

Mailbag: Inheritances and Earning Interest

We'll take your listener questions on how to invest an inheritance and what to do if your money isn't earning interest.

Are You A Victim of Doing Fuzzy Math?

A lot of investors (and quite frankly a lot of advisors) fall victim to fuzzy math when it comes to their retirement planning. Let’s explore some of the areas where someone might be employing fuzzy math.

Story Time: Early Retirement

David shares with us his thoughts on the future of Medicare and Social Security. He'll also tell us a story about a time he was able to help a client retire early.