October 2018

Episode #68: Important Financial Terms You Should Know

By | 2018-10-15T17:39:52+00:00 October 18th, 2018|Podcast|

Today's Objective... Financial terms can quickly get confusing. Dan helps us to better understand the tricky jargon we might have heard before. (Click the featured times below to jump forward in the episode) First Things First. 1:22 - In The News: Dan examines tech growth in the S&P 500. 3:44  - Getting To Know You: Dan [...]

Episode #67: Tax Planning And Retirement

By | 2018-09-24T21:49:56+00:00 October 4th, 2018|Podcast|

Today's Objective... Tax planning is one of the key elements of a sound retirement plan. Discover how to steward your wealth and save in taxes in retirement. (Click the featured times below to jump forward in the episode) First Things First. 1:27 - In The News: Dan dives into the Twitter #WhyI'mNotRich. 4:21  - Mailbag: Beth just [...]

September 2018

Episode #66: Ask Yourself Five Retirement Questions

By | 2018-09-13T18:43:22+00:00 September 20th, 2018|Podcast|

Today's Objective... Planning for retirement is daunting. It's difficult to know where to begin. Ask yourself these five questions to start the conversation. (Click the featured times below to jump forward in the episode) First Things First. 00:50 - Getting To Know You: Dan shares with us his expertise outside of the financial world.  4:12  [...]

Episode #65: Elements Of A Successful Retirement

By | 2018-08-29T14:54:37+00:00 September 6th, 2018|Podcast|

Today's Objective... A successful retirement addresses your emotional, financial, social, and spiritual needs. Do you have what it takes? Learn what generates success. (Click the featured times below to jump forward in the episode) First Things First. - In The News: The Number Of Baby Boomers Filing For Bankruptcy Is Skyrocketing.  4:25 - Mailbag: Hans [...]

August 2018

Episode #64: Giving Money Mission Statements

By | 2018-08-13T15:22:42+00:00 August 16th, 2018|Podcast|

Today's Objective... Mission statements give our dollars a purpose. Let's find out whether you're effectively putting your money to work for you. (Click the featured times below to jump forward in the episode) First Things First. - In The News: Netflix Briefly Surpasses Disney In Market Value 3:28 - Mailbag: Barry asks how nursing home [...]

Episode #63: What Financial Demographics Can Tell Us

By | 2018-07-31T21:18:11+00:00 August 2nd, 2018|Podcast|

Today's Objective... Statistics can give us helpful insight into how you're approaching your finances. Explore financial demographics, and see what they say about retirement. (Click the featured times below to jump forward in the episode) First Things First. - In The News: Experian Report Says Monthly Car Payments At Record High 4:49 - Mailbag: Shayla [...]

July 2018

Episode #62: Debunking Financial Myths

By | 2018-07-12T22:05:07+00:00 July 19th, 2018|Podcast|

Today's Objective... Financial myths stump even the savviest of investors. Learn to distinguish fact from fiction. We'll debunk misleading statements that can lead you astray. (Click the featured times below to jump forward in the episode) First Things First. - In The News: Financial Aid Invested In Bitcoin 7:49 - Mailbag: Brent asks whether his [...]

Episode #61: Things You Can’t Control

By | 2018-06-29T15:08:13+00:00 July 5th, 2018|Podcast|

Today's Objective... When planning for retirement, there are certain things you can't control. Account for those unforeseen elements by planning for what you can control. (Click the featured times below to jump forward in the episode) First Things First. - In The News: Carrying Debt Beyond Age 75 Is New Normal. [...]

June 2018

Episode #60: (I Can’t Get No) Retirement Satisfaction

By | 2018-06-27T15:48:17+00:00 June 21st, 2018|Podcast|

Today's Objective... Retirement satisfaction. It's difficult to achieve. Learn how finding confidence, security, and independence in retirement will ultimately satisfy. (Click the featured times below to jump forward in the episode) Tactical Points: Retirement Satisfaction: Achieving Peace Of Mind.  -  Peace of mind is linked to a satisfactory retirement. However, we're [...]

Episode #59: Seven Estate Planning Mistakes To Avoid

By | 2018-06-19T23:07:22+00:00 June 14th, 2018|Podcast|

Unfortunately, it’s easy to make mistakes when it comes to estate planning. Dan will outline seven of the most common estate planning mistakes he sees people make and gives us suggestions on how to avoid these. Click here for Dan’s Retirement Rescue Toolkit.