Episodes
Thursday Jun 28, 2018
Not Your Parents' Retirement
Thursday Jun 28, 2018
Thursday Jun 28, 2018
Your retirement will look much different than your parents'. Find out why. We'll also explain why there's really only three places you can invest.
Thursday Jun 21, 2018
Opportunity Riding A Dangerous Wind
Thursday Jun 21, 2018
Thursday Jun 21, 2018
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.
Thursday Jun 14, 2018
Mind The Gap
Thursday Jun 14, 2018
Thursday Jun 14, 2018
If you've ever ridden the subway in London, you've probably noticed the "Mind The Gap" signs warning you to beware of the gap between the train door and the station platform. Let's talk about minding the gaps in your retirement plan. We'll also discuss the financial issues we tend to procrastinate.
Thursday Jun 07, 2018
Just What The Doctor Ordered
Thursday Jun 07, 2018
Thursday Jun 07, 2018
Think of Kevin as your financial doctor. Hear what he would prescribe for some symptoms you may be experiencing. After that initial consult, we'll learn some financial lessons from quotes by Mick Jagger, as well as identify some red flags you should watch out for in your portfolio.
Thursday May 31, 2018
A Custom Fit
Thursday May 31, 2018
Thursday May 31, 2018
A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Kevin tick and learn how age can affect wisdom.
Thursday May 24, 2018
How To Achieve Your Retirement Goals
Thursday May 24, 2018
Thursday May 24, 2018
Everyone has something they want to do or accomplish in retirement. Let's talk about your goals in retirement. We'll also have a conversation on tax planning and some things that don't matter...until they do.
Thursday May 17, 2018
Not Your Parents' Retirement
Thursday May 17, 2018
Thursday May 17, 2018
Your retirement will look much different than your parents'. Find out why. We'll also explain why there's really only three places you can invest.
Thursday May 10, 2018
Mother Knows Best
Thursday May 10, 2018
Thursday May 10, 2018
In honor of Mother's Day, let's take some financial lessons from mom. We'll also share some uncommon sense.
Thursday May 03, 2018
Financial Codebreakers
Thursday May 03, 2018
Thursday May 03, 2018
We're not going to get too political, but join us for a discussion on financial planning in Trump's America. We'll also learn finance from the world of medicine. Finally, tell your advisor to give it to you straight. It's time we stop speaking in financial code. Say what you mean.
Thursday Apr 26, 2018
Double-Edged Swords In Retirement
Thursday Apr 26, 2018
Thursday Apr 26, 2018
Your financial circumstances could have both positive and negative aspects. Learn about that double-edged sword. We'll also listen to the wisdom of Will Rogers and have a conversation on life insurance.









