Bite-sized guidance to help you properly plan for your retirement and financial future.

Lazy Money

May 16, 2019

Do you have money sitting around without a purpose? We’ll explain the dangers of lazy money, why people have it, and how you can put it to work! Make your money work for you as you plan for retirement.

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Delayed Gratification In Retirement Planning

May 9, 2019

Sometimes, it’s hard to make financial sacrifices when the reward seems so far away. However, delayed gratification can be extremely beneficial when it comes to your finances. Eric talks about four situations when people may be tempted to choose instant gratification over a better long-term pay out.

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If Retirement Were Like A Game Show

May 2, 2019

Everyone loves a good game show, whether it’s The Price Is Right, Jeopardy, or Who Wants To Be A Millionaire? It’s fun to play along, but remember, they’re just a game. Today we’ll talk about game shows and how they relate to your retirement planning process. Ready to play? 

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Financial “Jerseys” and What They Say About Your Plan

April 25, 2019

On game day, it’s fun to wear your jersey and show some team spirit. What you might not realize are the three ways your financial planning process is similar to a jersey. Consider the names, numbers, and symbols on a jersey. How might they be similar to the names, numbers, and symbols on your financial statements?

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Unlikely Wisdom From Unlikely Voices

April 18, 2019

You might not expect to gain wisdom from these popular celebrities. To be honest, these quotes weren’t intended to be about finances either. However, there’s plenty of retirement planning wisdom we can learn from these personalities.

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Misconceptions With Annuities

April 11, 2019

Sometimes annuities are misused or misunderstood, but annuities can be powerful tools if you know how to use them properly.

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Excuses, Excuses, Excuses – Stop Making Them

April 4, 2019

What’s your excuse for doing one thing over another when it comes to finances? Sometimes you want to justify your actions instead of thinking through what is actually best for you and your money. Here are three common decisions people make and why the excuses just don’t add up.

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Technology For Retirement Planning

March 28, 2019

There are all sorts of online tools out there for financial planning. We’ll talk about some of the various technologies and tools to choose from as you prepare for retirement.

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4 Things March Madness and Retirement Planning Have in Common

March 21, 2019

What does your March Madness bracket have to do with financial planning? More than you might think!

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Why Retirement Planning Ain’t What It Used To Be

March 14, 2019

You’ve heard your parents discussing how difficult things used to be. We’ve all heard the adage about walking uphill both ways in the snow to get to school. However, reality suggests retirement planning actually used to be easier than it is today. Find out why.

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3 Questions You Should Ask A Potential Advisor

March 7, 2019

When shopping for a potential advisor, you want to find the right fit for your needs. Ask each candidate these three important questions.

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The Financial Water Wheel

February 28, 2019

On this podcast, we love a good analogy. Join us as we discover what we can learn from retirement by observing a water wheel.

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Episode #27: It’s Time To Talk About RMDs

February 21, 2019

Required minimum distributions can easily slip through the cracks of your retirement plan. As tax day 2019 is approaching, understand the impact RMDs will have on your finances.

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Episode #26: Taking Care Of Family

February 14, 2019

Part of retirement planning includes taking care of family. After all, you’ll want to make sure your loved ones have what they need after you’re gone.

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Episode #25: Retirement On The Golf Course

February 7, 2019

Learn how retirement planning is a bit like golf. Grab your sticks, and join us on the proverbial golf course.

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Episode #24: Breaking Bad Financial Habits

January 31, 2019

While it’s easy to slip into a routine, some of the habits you’re developing might do more harm than good. Eric offers tips for breaking bad financial habits.

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Episode#23: Prepping For Tax Season

January 24, 2019

It’s the time of year when people start thinking about taxes. We’ll ask a few questions and offer a few tips to prepare you for tax season.

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Episode #22: Common Money Mistakes

January 17, 2019

There are many moving parts in a successful retirement plan. If you’re not careful, it’s easy to gloss over key details. Eric uncovers some of the common money mistakes he sees people making.

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Episode #21: Retirement Income Planning

January 10, 2019

Income planning is an essential part of retirement planning. Learn to examine your income needs in retirement, and join us for a conversation on diversification. 

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Episode #20: Unpacking Client Personalities

January 3, 2019

We work with all sorts of personalities. After all, everyone has their own approach to retirement. Discover your personality when it comes to financial planning.  

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