Market Moment Podcast

Time To Get Real: Part 2

We continue our discussion on facing reality in retirement planning.

Time To Get Real: Part 1

It's time to face reality when it comes to the nuances of retirement planning.

Mailbag: Part 2

We continue answering listener questions, this time concerning 401(k) contributions and vetting a potential advisor.

Mailbag: Part 1

We answer listener questions about Roth IRAs.

Social Security Misunderstandings

There is a lot of information out there about Social Security. Find out which information may be misleading.

Silver Linings

Make the most out of your retirement by seeing the positives of your situation.

Fish Or Cut Bait

Let's go on a fishing trip together and talk about your retirement.

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".

Conventional Wisdom Part 1

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

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.

Stock Market Crash

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

Retirement And Flying

Discover the connection between flying and your retirement plan.

Mailbag

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

Are You Ready For Retirement?

We help you determine how prepared you are for retirement.

What's In Your Financial Junk Drawer?

Learn how to organize and utilize your financial junk drawer.

Facing Reality

Learn about the new realities of retirement planning.

The Skinny On Safe Money

David Lee gives you the straight skinny on safe money. 

Pain Points of Retirement Planning

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

When Can I Retire?

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

Mailbag

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