Episodes

Thursday Nov 30, 2017
Social Security Misunderstandings
Thursday Nov 30, 2017
Thursday Nov 30, 2017
There is a lot of information out there about Social Security. Find out which information may be misleading.

Tuesday Nov 21, 2017
Silver Linings
Tuesday Nov 21, 2017
Tuesday Nov 21, 2017
Make the most out of your retirement by seeing the positives of your situation.

Thursday Nov 16, 2017
Fish Or Cut Bait
Thursday Nov 16, 2017
Thursday Nov 16, 2017
Let's go on a fishing trip together and talk about your retirement.

Thursday Nov 09, 2017
Conventional Wisdom Part 2
Thursday Nov 09, 2017
Thursday Nov 09, 2017
Conventional wisdom isn't always so wise. We'll continue our conversation with some more examples from the financial world where you might not want to follow the "conventional wisdom".

Thursday Nov 02, 2017
Conventional Wisdom Part 1
Thursday Nov 02, 2017
Thursday Nov 02, 2017
Conventional wisdom isn't always so wise. We'll tackle some examples of that in the financial world.

Thursday Oct 26, 2017
The Final Decade
Thursday Oct 26, 2017
Thursday Oct 26, 2017
The last decade of your working life is a very important one from a retirement planning perspective. Let’s talk about some of the things you want to be sure you address during that 10 year period.

Thursday Oct 19, 2017
Stock Market Crash
Thursday Oct 19, 2017
Thursday Oct 19, 2017
David Lee gives his thoughts on the possibility of a stock market crash happening in the near future.

Thursday Oct 12, 2017
Retirement And Flying
Thursday Oct 12, 2017
Thursday Oct 12, 2017
Discover the connection between flying and your retirement plan.

Thursday Oct 05, 2017
Mailbag
Thursday Oct 05, 2017
Thursday Oct 05, 2017
In this episode, we answer listener questions about investing and retirement planning.

Thursday Sep 28, 2017
Are You Ready For Retirement?
Thursday Sep 28, 2017
Thursday Sep 28, 2017
We help you determine how prepared you are for retirement.

Thursday Sep 21, 2017
What's In Your Financial Junk Drawer?
Thursday Sep 21, 2017
Thursday Sep 21, 2017
Learn how to organize and utilize your financial junk drawer.

Thursday Sep 14, 2017
Facing Reality
Thursday Sep 14, 2017
Thursday Sep 14, 2017
Learn about the new realities of retirement planning.

Thursday Sep 07, 2017
The Skinny On Safe Money
Thursday Sep 07, 2017
Thursday Sep 07, 2017
David Lee gives you the straight skinny on safe money.

Thursday Aug 31, 2017
Pain Points of Retirement Planning
Thursday Aug 31, 2017
Thursday Aug 31, 2017
Discover and examine the pain points you might encounter as you plan for retirement.

Friday Aug 25, 2017
When Can I Retire?
Friday Aug 25, 2017
Friday Aug 25, 2017
We take our best shot at a popular question, "When Can I retire?"

Thursday Aug 17, 2017
Mailbag
Thursday Aug 17, 2017
Thursday Aug 17, 2017
We'll take your listener questions on life insurance and interest rates.

Thursday Aug 10, 2017
Financial Feelings
Thursday Aug 10, 2017
Thursday Aug 10, 2017
While it's important to take a pragmatic approach to retirement planning, you should never ignore your feelings. Let's examine some of the emotions finances bring about.

Thursday Aug 03, 2017
Hidden Expenses
Thursday Aug 03, 2017
Thursday Aug 03, 2017
We'll go over some of the hidden expenses you might incur during retirement and planning.

Thursday Jul 27, 2017
Mailbag: 401ks and IRA Consolidation
Thursday Jul 27, 2017
Thursday Jul 27, 2017
We'll take some time to answer your questions.

Thursday Jul 20, 2017
Kyle's Expertise
Thursday Jul 20, 2017
Thursday Jul 20, 2017
We'll discuss some of Kyle's talents outside of financial planning.