Episodes

Tuesday Jul 18, 2017
David's Greatest Accomplishments
Tuesday Jul 18, 2017
Tuesday Jul 18, 2017
We'll get to know David a little more and find out what he's most proud of.

Thursday Jul 06, 2017
Retirement Planning Myths Part 3: From Stocks to Bonds
Thursday Jul 06, 2017
Thursday Jul 06, 2017
We'll talk about the myth of needing to shift from stocks to bonds once you retire.

Thursday Jun 29, 2017
Retirement Planning Myths Part 2: Plans That Weigh A Lot Are Better
Thursday Jun 29, 2017
Thursday Jun 29, 2017
We'll continue our series on retirement planning myths and discuss why dense financial plans might not actually be better for your financial health.

Thursday Jun 22, 2017
Retirement Planning Myths Part 1: Don't Touch The Principal
Thursday Jun 22, 2017
Thursday Jun 22, 2017
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.

Thursday Jun 15, 2017
Mailbag: Early Retirement Packages
Thursday Jun 15, 2017
Thursday Jun 15, 2017
We'll take your listener questions and discuss whether to take an early retirement package.

Friday Jun 09, 2017
Market Corrections
Friday Jun 09, 2017
Friday Jun 09, 2017
We'll discuss market corrections and the different ways investors react to them.

Thursday Jun 01, 2017
Stress And Retirement
Thursday Jun 01, 2017
Thursday Jun 01, 2017
We'll examine the ways stress can affect your retirement and how to approach its impact.

Thursday May 25, 2017
Little White Lies
Thursday May 25, 2017
Thursday May 25, 2017
We'll talk about the little white (financial) lies that can get you in trouble if you're not careful.

Thursday May 18, 2017
Glass Half Full Or Empty
Thursday May 18, 2017
Thursday May 18, 2017
We'll learn whether David has an optimistic or pessimistic outlook on pressing financial matters.

Thursday May 11, 2017
401(k) Questions
Thursday May 11, 2017
Thursday May 11, 2017
We'll answer some 401(k) questions from listeners like you.

Thursday May 04, 2017
Lazy Money
Thursday May 04, 2017
Thursday May 04, 2017
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."

Thursday Apr 27, 2017
The Glory Days
Thursday Apr 27, 2017
Thursday Apr 27, 2017
Back in the "glory days," it was much easier to retire. Today, it's a little more tricky. We'll talk about some strategies that can make retirement easier.

Friday Apr 21, 2017
Listener Questions
Friday Apr 21, 2017
Friday Apr 21, 2017
We'll take your email questions on interest rates, reverse mortgages, and more.

Thursday Apr 13, 2017
Elephants In The Room
Thursday Apr 13, 2017
Thursday Apr 13, 2017
When it comes to retirement planning, there can be several elephants in the room. We'll talk about how a good financial plan addresses these elephants.

Thursday Apr 06, 2017
Bouncing Back From Mistakes Part 2
Thursday Apr 06, 2017
Thursday Apr 06, 2017
Have you made financial mistakes in the past? On this edition of the show, we'll continue talking about strategies that can help you bounce back from those mistakes.

Thursday Mar 30, 2017
Bouncing Back From Mistakes Part 1
Thursday Mar 30, 2017
Thursday Mar 30, 2017
Have you made financial mistakes in the past? On this edition of the show, we'll talk about strategies to help you bounce back from those mistakes.

Thursday Mar 23, 2017
Listener Questions
Thursday Mar 23, 2017
Thursday Mar 23, 2017
On this edition of the show, we'll answer your listener questions about home equity lines, interest rates, and the importance of life insurance.

Thursday Mar 16, 2017
When A 401(k) Isn't For You
Thursday Mar 16, 2017
Thursday Mar 16, 2017
A 401(k) is a useful tool for helping you plan for retirement. However, it isn't always right for you. We'll discuss why that is and whether you should be using a different investment vehicle.

Friday Mar 10, 2017
Husbands And Wives: Resolving Financial Conflict
Friday Mar 10, 2017
Friday Mar 10, 2017
Marriage isn't easy, and when it comes to financial matters, you and your spouse are bound to disagree at times. On this week's podcast, we'll discuss how to navigate financial conflict as it arises.

Thursday Mar 02, 2017
Your Pre-Flight Checklist For Retirement
Thursday Mar 02, 2017
Thursday Mar 02, 2017
When preparing to take off for your retirement, be sure you've gone through your financial pre-flight checklist. Otherwise, you could end up financially grounded.