Ep 41: Do You Lack Confidence to Retire?
The Setup: The turbulence of 2020 might have you questioning just how close you are to retirement. That’s a common feeling for many people but today we’ll share a story about a client that came in without much confidence in retiring and left with the plan to quit...Ep 40: Retirement Projections, Diversification & Other Mailbag Questions
The Setup: It’s time to answer your questions once again on the podcast. Today we’ll cover, retirement projections, proper diversification, how much you’ll need for retirement, a surprise inheritance, and working while earning Social Security. [spp-player url...Ep 39: Potential Hidden Gems in Your Financial Portfolio
The Setup: If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better...Ep 38: Should You Be Wary of Dave Ramsey’s Advice?
The Setup: Dave Ramsey has become one of the leading names and brands in finance and for good reason. The advice he gives benefits a lot of people across the country but is all that guidance applicable to you? Let’s look at his most popular teachings and determine how...
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