Episodes
Thursday May 16, 2019
Over Or Underrated?
Thursday May 16, 2019
Thursday May 16, 2019
This week we'll give you our take on what's overrated and underrated - both in and out of the financial world. We'll also answer some listener questions, crack open the financial dictionary, and much more.
Thursday May 09, 2019
Retirement And Vacation Planning
Thursday May 09, 2019
Thursday May 09, 2019
It’s often said that the average person spends more time planning vacations than planning retirement. So we’re going to trick everyone into planning their retirement by pretending like we’re planning a vacation. Here’s a list of what we need to think about.
Thursday May 02, 2019
The Retirement Grocery Store
Thursday May 02, 2019
Thursday May 02, 2019
How is planning for retirement like going to the grocery store? Let's make sure that you can spend your retirement money with confidence and know the ins and outs of annuities.
Thursday Apr 25, 2019
The Financial Water Wheel
Thursday Apr 25, 2019
Thursday Apr 25, 2019
We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.
Thursday Apr 18, 2019
Financial Jerseys
Thursday Apr 18, 2019
Thursday Apr 18, 2019
What can we learn about retirement planning from the jerseys that players wear while playing different sports? We will also discuss financial planning for future generations, and figuring out the answer to some crucial retirement planning questions.
Thursday Apr 11, 2019
Uncovering The Financial Lies We Tell Ourselves
Thursday Apr 11, 2019
Thursday Apr 11, 2019
Many famous quotes weren't intended to be about finances, but there's plenty of retirement planning wisdom that can still be found in them. We'll find some unlikely wisdom from celebrity quotes. After that, we will explore some of the financial lies that people tell themselves.
Thursday Apr 04, 2019
Wisdom From Yogi Berra
Thursday Apr 04, 2019
Thursday Apr 04, 2019
From time to time, we like to take quotes from famous quotable people and turn those quotes into financial wisdom. Yogi Berra is one of those very quotable people who can actually teach us some financial lessons if we’ll just look through the right prism.
Thursday Mar 28, 2019
Fill In The Blanks
Thursday Mar 28, 2019
Thursday Mar 28, 2019
We'll discuss how to make it through the retirement red zone and fill in some blanks in your retirement plan. Later, Kevin will answer some listener questions.
Thursday Mar 21, 2019
Common Income Planning Mistakes
Thursday Mar 21, 2019
Thursday Mar 21, 2019
One of the most important aspects of retirement planning is income planning. Unfortunately, there are several ways that this crucial step can go wrong. Let's talk about some common income planning mistakes.
Thursday Mar 14, 2019
Opportunity Riding A Dangerous Wind
Thursday Mar 14, 2019
Thursday Mar 14, 2019
Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.









