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We are back after taking a short break for the summer. We catch up with what Charles has been up to all summer. We will also break inflation down with some simple examples.

With the national elections in November, the parties have VERY different opinions regarding who should be paying their fair share of income taxes. But do we really know who pays what? You certainly can’t rely on either political party to give you the straight information. We also dive into a discussion on how to reasonably incorporate emotions into your financial plan.

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

There are some important lessons that flying can teach us about retirement planning. So check your luggage, strap into your seat and let's take a trip with Charles.

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past that it has made them “classic”.

The Ins and Outs of Mutual funds...Mutual funds have long been the most popular way for people to invest, but is that landscape changing?

Sometimes the easiest way to learn about something is to make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.

By ignoring the simplest fixes in your financial plan, you could be setting yourself up for a potential disaster.

Let’s step into the classroom again to cover some financial buzzwords. Are these important to know? What are they? How do they impact you? We’ll answer those questions and more as we always look to educate you a little bit on the show.

We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.

We run through the laundry list of top concerns that many retirees and pre-retirees have. Charles discusses how he addresses them and what is the underlying theme that is causing those concerns.

What’s the most interesting thing in the investment world? We talk about the concept of innovation causing disruption in various industries, what that means and why it might be something worth paying attention to.

Sometimes numbers, figures and stats can go in one ear and out the other. But on this episode, we’ll break down some important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement. We’ll explore those problems and talk about possible solutions.

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did your parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?

There are many more risks to guard against in retirement planning than most people realize. Let’s explore some of the planning risks we all face and how to prepare for them.

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.

People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement.