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90. Retirement - Starting with the Basics

So maybe up to this point you thought about retirement from time to time, but never got around to getting serious about it and creating a plan. Where do you begin? What are some of the basic factors and concepts that you need to be familiar with?...

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Retirement

90. Retirement - Starting with the Basics

Aug. 10, 2022

So maybe up to this point you thought about retirement from time to time, but never got around to getting serious about it and creating a plan. Where do you begin? What are some of the basic factors and concepts that you nee…

Relationships Money Mindset

89. Communicating with Your Partner about Money

July 27, 2022

According to a 2021 study from Fidelity Investments, one in five couples identify money as their greatest relationship challenge, and 44% of partners say that they argue at least occasionally about money. My guest today, Fin…

Money Mindset

88. Financial Procrastination

July 13, 2022

According to recent statistics, around 1 in 3 Americans have some sort of household budget plan, only 30% have a long-term financial plan that involves savings and investments for the future, yet 70% of us acknowledge that o…

Social Security, Medicare

87. Social Security and Medicare

July 6, 2022

For most of us, regardless of what other assets we have to fund our retirement, Social Security and Medicare still play a role in our plans. Given that, what are some of the basics and common misconceptions that we should un…

Bonus - Grilling Tips (nothing to do with money)!

July 4, 2022

One of my upcoming guests, James Woodall of Woodall Wealth Management, is not only a Certified Financial Planner and experienced Financial Advisor, he’s also a grillmaster. In honor of the Independence Day holiday here in th…

Budgeting Investing

86. Inflation, Recession, and your Finances (Part 2, Back to Basics)

June 29, 2022

News about inflation and a looming recession has been dominating the headlines, but what does all of this mean for us and our finances? This is our second and final episode on Inflation, Recession and your Finances here on C…