Episodes
Thursday Nov 09, 2017
All About The Benjamins
Thursday Nov 09, 2017
Thursday Nov 09, 2017
Everyone likes a healthy bank account. Learn the value of keeping a little cash on hand. Start preparing your end of the year checklist.
Thursday Nov 02, 2017
Defense Mechanisms
Thursday Nov 02, 2017
Thursday Nov 02, 2017
Determine whether you're defensive when talking about retirement. Learn why mutual funds are out of style and whether debt is good in retirement.
Thursday Oct 26, 2017
Silver Linings
Thursday Oct 26, 2017
Thursday Oct 26, 2017
Let's look for the silver lining in your finances. We'll also clear up the confusion surrounding Social Security. Finally, learn what traits you should look for in a financial advisor.
Thursday Oct 19, 2017
Awkward Conversations
Thursday Oct 19, 2017
Thursday Oct 19, 2017
We'll tell you about the awkward conversations you might have with your advisor. We'll also keep you from sabotaging your financial health and correct your estate planning mistakes.
Thursday Oct 12, 2017
Retirement Variables And Constants
Thursday Oct 12, 2017
Thursday Oct 12, 2017
Learn about the variables and constants that will affect your retirement.
Thursday Oct 05, 2017
Flying Through Retirement
Thursday Oct 05, 2017
Thursday Oct 05, 2017
Discover the connection between flying and your retirement plan. Learn why your last decade at work is so important.
Thursday Sep 28, 2017
Financial Mythbusters
Thursday Sep 28, 2017
Thursday Sep 28, 2017
Your advisor might be a great guy, but that doesn't mean he's the best fit for you. Learn why the nice-guy argument doesn't hold up, de-bunk some financial myths, and examine the missteps even responsible savers can make.
Thursday Sep 21, 2017
Planning For The Fourth Quarter
Thursday Sep 21, 2017
Thursday Sep 21, 2017
It's easy to procrastinate, but we'll show you the importance of urgency in retirement planning. We'll also play the blame game and do a little fourth quarter planning.
Thursday Sep 14, 2017
Financial Security
Thursday Sep 14, 2017
Thursday Sep 14, 2017
Find out what "financial security" could mean to you. Learn why your 401(k) isn't perfect. Finally, hear the stories of clients who have experienced disaster in their portfolio.
Thursday Sep 07, 2017
Unique Financial Challenges
Thursday Sep 07, 2017
Thursday Sep 07, 2017
We'll tackle the unique challenges you could face in retirement. We'll also unpack some financial demographics and statistics.