Podcasts
The Best Opportunity to Get Your Financial House in Order – Season 2: Episode 6
During normal times, it’s easy to put our financial lives on autopilot. Our 401(k) contributions happen without us having to do anything, many of our bills are paid with auto pay, and once we’re set up with the proper amount of life insurance, health insurance, and maybe long-term care insurance, we tend to resort to… View Article
Why the SECURE Act Is So Important to You with Janean Stripe – Season 2: Episode 5
Between the CARES Act and the SECURE Act, both of which have been enacted, 2020 has turned out (so far) to be a year of change and uncertainty. The SECURE Act was passed in December of 2019, aiming to make retirement saving easier for individuals, increasing access to tax-advantaged accounts, and preventing older Americans from… View Article
Does a Bear Market Change Your Investing Style?- Season 2: Episode 4
It’s a fairly well-known and well-accepted fact within the investment world that market timing – attempting to get in or out of equities on the highs or lows – doesn’t work. Most investing novices (and even veterans) who trade on daily trends will lose money, and some will lose all of their money. The stock… View Article
Talking Lifetime Income with Chris Lloyd- Season 2: Episode 3
One of the most potentially useful tools a financial planner has is the ability to create some form of lifetime income for those who need it. In much the same way that a company could provide a pension to its employees, so may an advisor offer “pensionized” income as a way to provide guaranteed lifetime… View Article
From Bull Market to Bear Market in a Flash – Season 2: Episode 2
So maybe you looked at your 401(k) balance as recently as mid-February, and then decided you’d finally enough saved up to retire. You put your notice in at work, everyone wished you well, and then… And then. From bull market to bear market in a flash, without warning. What have you done? Can you really… View Article
Keeping Your Cool When the Markets Drop- Season 2: Episode 1
So the long bull market finally came to an end. The drop in equity values was quick, sudden, but not unexpected. The markets simply did what they’ve always done, and while we never knew the exact date it would happen, we knew it was inevitable. And because we know it’s inevitable but cannot predict when… View Article
Making Your Social Security Decisions Easier – Season 1: Episode 12
Many people who aren’t old enough to receive their benefits yet don’t give much thought to Social Security. They figure it will be there for them in some form or another when they retire, but as to when they should begin taking it, well, that’s not something they keep on their mental front-burner. It’s often… View Article
IRA Withdrawals: Take Them Now or Later? – Season 1: Episode 11
When it comes to finance, conflicting advice is everywhere. This is especially true when people have questions about when they should start taking money from their traditional IRAs: Should I start early, or wait until I’m required to take the money out? Is my withdrawal going to be taxed? Does an IRA withdrawal affect my… View Article