Biggest Client Concerns
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.
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Innovation Causing Disruption
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.
Retirement Statistics Worth Understanding
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.
Where All My Financial Knowledge Comes From
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?
Understanding The Different Types Of Risk
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.
End Of Year Planning Tasks
Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.
A 5 Question Retirement Preparedness Quiz
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.
Is Diversification For Suckers?
Ep 21: The 401(k) FAQs
What Retirees Should Know About Wills & Trusts
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.
Eye Opening Stats Showing How Americans Save
Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.
This One’s On The House
We get a lot of questions about how the house (or houses) fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.
Longevity Risk
Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize it as a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how deal with the “problem” of living too long.
Financial Issues Particularly Challenging For Women
Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women. We also discuss some rules of thumb and get Charles' take on them.
Are Complicated Portfolios Necessary?
How complex should a financial plan be? On one hand, a single page plan sounds nice and easy to understand. But is that comprehensive enough if it can fit on one page?
Are You Making These Classic Pre-Retiree Mistakes?
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 it has made them “classic”.
Cracking Open The Financial Dictionary
Step into the classroom and let’s take a look at some financial terms, define them, and find out if they’re important for the typical investor and saver to know about them.
Traditional IRA Vs. Roth IRA
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
How To Avoid Critical Retirement Planning Mistakes
Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees.
Are You Paying Attention To Your Biggest Assets?
If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?