Episodes
Thursday Apr 19, 2018
Flirting With Disaster
Thursday Apr 19, 2018
Thursday Apr 19, 2018
Don't flirt with disaster in your portfolio. Learn where danger could be lurking. We'll also learn about retirement by exploring the game of basketball and play a game of "Fact Or Fiction."
Thursday Apr 12, 2018
Opportunity Riding A Dangerous Wind
Thursday Apr 12, 2018
Thursday Apr 12, 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 Apr 05, 2018
Music Lessons
Thursday Apr 05, 2018
Thursday Apr 05, 2018
Learn financial lessons from some of the richest musicians in history. We'll also find out whether Kevin could be elected to the hypothetical office of financial advisor. Finally, we'll take a deep dive and examine pensions.
Thursday Mar 29, 2018
Your Financial Philosophy
Thursday Mar 29, 2018
Thursday Mar 29, 2018
Get philosophical, and ponder important financial questions. We'll also give you the good news and bad news about your finances.
Thursday Mar 22, 2018
Risks And Statistics
Thursday Mar 22, 2018
Thursday Mar 22, 2018
Learn the different types of risk that could affect your portfolio. Get a gut reaction from Kevin on some crucial statistics. Finally, we'll give you three qualities of money.
Thursday Mar 15, 2018
The Market Crash Hall Of Fame
Thursday Mar 15, 2018
Thursday Mar 15, 2018
Let's tour the "Market Crash Hall Of Fame", and go over some of the famous crashes in American history. Be sure you are prepared for the next one. Then, we'll discuss some things in the investment world that could drive you crazy.
Thursday Mar 08, 2018
Is The Customer Always Right?
Thursday Mar 08, 2018
Thursday Mar 08, 2018
Remember that old retail saying "the customer is always right?" We'll explain why that might not always be the case. We'll also grade your financial competency.
Thursday Mar 01, 2018
401(k) FAQs
Thursday Mar 01, 2018
Thursday Mar 01, 2018
Join us on Simply Financial as we address your frequent questions about 401(k) accounts. We'll also help you set your expectations for your financial advisor.
Thursday Feb 22, 2018
Let's Talk About The Weather
Thursday Feb 22, 2018
Thursday Feb 22, 2018
There are financial lessons to be learned from almost every area of life. Let's see what we can learn from the weather, so that you can have a sunny retirement even when it looks stormy outside. We'll also spend time talking directly to the Baby Boomers who are listening.
Friday Feb 16, 2018
Don't Ruin Your Retirement
Friday Feb 16, 2018
Friday Feb 16, 2018
Make sure you're avoiding key behaviors that could ruin your retirement. We'll also discuss longevity and examine a recent case study on IRAs.









