Episodes
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.









