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

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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Episode #19: Pension Buy-Outs

December 27, 2018

Join us as we dive into the mailbag. This week, we’ll feature your email questions on pension buy-outs, commercial real estate, and divorce.

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Episode #18: Defining Dividend-Paying Stocks

December 20, 2018

We hear about dividend-paying stocks, but what are they? Find out as we take your email questions. We’ll also hear from a couple with a significant age gap between spouses.

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Episode #17: Financial Blind Spots

December 13, 2018

When you’re driving, you always check your blind spot before changing lanes. If you don’t, you might find yourself in an accident. Eric covers the blind spots in your financial vehicles.

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Episode #16: Retirement Checklist

December 6, 2018

Much like a pilot going through his pre-flight checklist before takeoff, it’s important you examine your pre-retirement checklist before walking away from a paycheck. Eric explains the items on that list.

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Episode #15: Understanding Your Statements

November 29, 2018

Your financial statements are confusing. They contain all sorts of jargon and puzzling graphics. On this edition of the podcast, Eric enters the fray and helps to clear up the confusion. 

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Episode #14: Grandma’s Financial Wisdom

November 22, 2018

There are probably lots of sayings you remember your grandmother using as you grew up. Find out how her musings might be applied as financial wisdom. 

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Episode #13: The Retirement Gridiron

November 15, 2018

This time of year, you can find football on TV almost every night. Let’s see what we can learn about retirement from the gridiron. 

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Episode #12: To Agree Or Disagree

November 8, 2018

Join us for a game of Agree or Disagree. Discover whether Eric agrees with popular statements about finances and retirement planning.

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Episode #11: Financial Warning Lights

November 1, 2018

Much like the lights on your dashboard that indicate issues with your car, there are indicators in your financial life that highlight problems in your portfolio. Join us as Eric serves as our financial mechanic.

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Episode #10: Reading The Fine Print

October 25, 2018

Many investments promise enticing perks and large returns. They’re usually too good to be true and inundate you with fees. Avoid a headache by reading the fine print. 

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Episode #9: Retirement Procrastination

October 18, 2018

Procrastination is dangerous as it pertains to your retirement. Don’t let these lines of thought keep you from planning your financial future. 

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Episode #8: Being Between Jobs

October 11, 2018

Finding yourself between jobs can be frustrating, but it presents opportunities. Consider the challenges and opportunities that accompany an employment gap.

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Episode #7: Financial Pop Quiz

October 4, 2018

Today’s Prep: Eric takes a multiple choice pop quiz about retirement planning. See how his answers stack up with your own. (Click the featured times below to jump forward in the episode) Equipping Points: [1:29] – At What Age Should You Start Saving For Retirement?  The answer we’re really looking…

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