Episodes
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.
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.









