Market Moment Podcast

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.

6 Money Mission Statements

Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively putting your money to work for you.

Mailbag: Short-Sighted, Early Retirement, Small Business Taxes

On this episode of the Mach 1 Market Moment Podcast, we'll be answering your questions about early retirement, small business taxes, and whether a certain financial mentality is short-sighted.

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…

Mailbag: Long Term Care, Life Insurance, Fee-Only Advisors

We'll answer your questions about long term care coverage, using life insurance as an investment, and whether fee-only advisors are the best ones.

Mailbag: Putting All Your Money In Roth Accounts And Getting Advice From Your Brother-In-Law

Matt Walters joins the podcast this week to answer email questions from Hank and Daniel. Hank wants to know if all his money should be going into Roth accounts in order to avoid taxes down the road. Brent is wondering if his brother-in-law's advice about the market being overvalued is accurate. We'll see what Matt thinks about those questions on today's edition of the Mach 1 Market Moment.

Beware Of Bad Financial Assumptions

Be careful of making assumptions about certain areas of retirement planning before you really know the facts. Some of these assumptions could be correct, but they could just as likely be wrong…

Mailbag: Real Estate Actions, Too Much Life Insurance, Inflation, And Retirement Empowerment

We've got another great batch of listener questions on the Mach 1 Market Moment Podcast. Saul asks an intriguing question about office building real estate. Marie is wondering if there is such a thing as too much life insurance. Later, we'll also get questions from Daniel and Samantha about inflation and feeling empowered to enjoy retirement. Hear David Lee's answers and more on today's episode.

Mailbag: Roth Conversions, Layoffs, Risk Assessments, And Bad Advice

Join us as we feature your listener questions on being laid off, analyzing your risk score, and avoiding plain old bad advice. Also, you'll be able to meet Matt, the newest addition to the Mach 1 team.

In The News: Spending Financial Aid On Bitcoin, Trump Attacks Amazon, How To Keep Clients' Info Safe

Your eyes will probably widen when you see that headline about college students using portions of their financial aid to invest in bitcoin. You might have also seen President Trump attack Amazon on Twitter recently. We’ll see what kind of impact that might have on Amazon’s future. Should you dump your Amazon stock? What does behavior like that tell us about the market and our own investments? And finally, we’ve had a deep debate recently in the US about privacy. What does your financial advisor do to keep you safe? We’ll find out.

Counterintutive Pieces Of Financial Advice

Some advice just makes good sense. But sometimes the guidance we get doesn’t align with our expectations. That’s not necessarily a bad thing. Unexpected advice can be helpful, especially in getting us to "think outside the box." David Lee will talk about some of the counterintuitive financial advice you may, or may not, receive.

The Important Things You Should Know About 401k Rollovers

We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider.

Financial Planning And Future Generations

No matter how old your kids get, there’s a good chance they’ll still play some sort of role in your financial plan. Let’s talk about some of the common scenarios we see where children somehow come into play during the retirement planning process.