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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November 9, 2017

Conventional Wisdom Part 2

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".

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November 2, 2017

Conventional Wisdom Part 1

Conventional wisdom isn't always so wise. We'll tackle some examples of that in the financial world.

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October 26, 2017

The Final Decade

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.

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October 19, 2017

Stock Market Crash

David Lee gives his thoughts on the possibility of a stock market crash happening in the near future.

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October 12, 2017

Retirement And Flying

Discover the connection between flying and your retirement plan.

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October 5, 2017

Mailbag

In this episode, we answer listener questions about investing and retirement planning.

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September 28, 2017

Are You Ready For Retirement?

We help you determine how prepared you are for retirement.

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Learn how to organize and utilize your financial junk drawer.

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September 14, 2017

Facing Reality

Learn about the new realities of retirement planning.

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September 7, 2017

The Skinny On Safe Money

David Lee gives you the straight skinny on safe money. 

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Discover and examine the pain points you might encounter as you plan for retirement. 

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