Episodes
Thursday Aug 31, 2017
Retirement: It's Harder Than It Looks
Thursday Aug 31, 2017
Thursday Aug 31, 2017
Learn why planning for retirement is harder than it often looks. Finally, grab a pencil. Don't miss our wit and wisdom as we share some financial proverbs.
Thursday Aug 24, 2017
Conventional Wisdom And Your Portfolio
Thursday Aug 24, 2017
Thursday Aug 24, 2017
Let's talk convential wisdom. We'll also do a little financial fishing.
Friday Aug 18, 2017
Facing Financial Reality
Friday Aug 18, 2017
Friday Aug 18, 2017
It's time to face reality. Learn the reality of planning for retirement today. Finally, discover what safe money means to you.
Thursday Aug 10, 2017
Organizing Your Financial Junk Drawer
Thursday Aug 10, 2017
Thursday Aug 10, 2017
Learn how to organize and utilize your financial junk drawer. Examine the pain points in your portfolio.
Thursday Aug 03, 2017
Dangerous Mindsets
Thursday Aug 03, 2017
Thursday Aug 03, 2017
Learn the different ways people inform themselves when making financial decisions. You'll also find out what some dangerous mindsets look like in retirement planning.
Friday Jul 28, 2017
50 Shades Of Gray Area
Friday Jul 28, 2017
Friday Jul 28, 2017
This week, we're headed to the movies. Don't miss out as we take you through financial classics including 50 Shades of Gray Area and It's a Wonderful Life Expectancy.
Thursday Jul 20, 2017
The Big Distractions
Thursday Jul 20, 2017
Thursday Jul 20, 2017
We'll talk about the "shiny objects" of the financial world that distract us. Finally, we'll tell you how to spot the wrong advisor.
Thursday Jul 13, 2017
A Client's Life For Me
Thursday Jul 13, 2017
Thursday Jul 13, 2017
We'll talk about what it's like to be a financial client. We'll also discuss how to ask the right questions.
Thursday Jul 06, 2017
Financial Debates
Thursday Jul 06, 2017
Thursday Jul 06, 2017
We'll share our opinions on some popular financial debates.
Thursday Jun 29, 2017
Hidden Costs of Retirement Planning
Thursday Jun 29, 2017
Thursday Jun 29, 2017
We'll examine the hidden expenses you might incur during the planning process, as well as seperating myths from truth.