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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August 25, 2017

When Can I Retire?

We take our best shot at a popular question, "When Can I retire?"

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August 17, 2017

Mailbag

We'll take your listener questions on life insurance and interest rates. 

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August 10, 2017

Financial Feelings

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. 

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August 3, 2017

Hidden Expenses

We'll go over some of the hidden expenses you might incur during retirement and planning. 

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We'll take some time to answer your questions. 

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July 20, 2017

Kyle’s Expertise

We'll discuss some of Kyle's talents outside of financial planning. 

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We'll get to know David a little more and find out what he's most proud of.

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We'll talk about the myth of needing to shift from stocks to bonds once you retire.

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We'll continue our series on retirement planning myths and discuss why dense financial plans might not actually be better for your financial health. 

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We're starting a three-part series that will address popular retirement planning myths. In this addition of the podcast, we'll discuss why you can't actually live off of your interest alone. 

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We'll take your listener questions and discuss whether to take an early retirement package.

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June 9, 2017

Market Corrections

We'll discuss market corrections and the different ways investors react to them. 

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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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