April 2018

Episode #51: The Guy Who Freaked Out On The Plane

By | 2018-06-19T22:48:56+00:00 April 19th, 2018|Podcast|

Dan was on an international flight recently (flew on the Dreamliner, in fact), and sat next to a passenger who was suffering from Aerophobia, the fear of flying. The fear and nervousness was so paralyzing it caused quite the disruption on the 14-hour journey. It got Dan thinking about how we react to stressful situations [...]

21 Lessons Learned from Early Retirement

By | 2018-04-12T14:28:46+00:00 April 12th, 2018|Uncategorized|

I just read what I consider a very insightful, inspiring, and humbling article.  Even though the article is addressed at those who wish to retire early, I believe the message of this article is useful for every investor no matter their age, income level, or net worth. CLICK HERE and take a few minutes to [...]

Episode #50: Why Everyone Needs A Roth IRA

By | 2018-06-19T22:47:35+00:00 April 12th, 2018|Podcast|

No matter where you fall on the age or income spectrum, it’s probably a good idea for you to at least consider a Roth IRA. In almost every case, you’ll reap some great rewards by utilizng that retirement savings vehicle. Dan will walk us through why it’s typically a good idea to have a Roth [...]

Episode #49: Holistic Financial Planning

By | 2018-06-19T22:46:17+00:00 April 5th, 2018|Podcast|

Some people think they have a comprehensive financial plan, but in reality their plan often lacks critical components. Some people will figure out the right way to structure an income plan, but they’ll overlook the role of taxes or healthcare. Sometime the investment plan is solid, but there’s no plan of action for how to [...]

What I Want My Clients to Know About the Current Market Volatility

By | 2018-04-04T15:27:57+00:00 April 4th, 2018|Uncategorized|

It is April 4th, 2018, and I am sitting in my office in Gahanna.  The cool air, grey clouds, and slow drizzling rain seem to reflect the current mood of the market.  The weather in Ohio--just like the stock market--will soon change.  We all know that. I wish that every investor would consider the following: [...]

March 2018

Episode #48: Five Things We Wish Everyone Knew

By | 2018-06-19T22:54:28+00:00 March 29th, 2018|Podcast|

As financial professionals, there are things that we wish everyone knew and understood. On this podcast, we’ll explore how a financial advisor’s job would be different, and easier, if everybody understood at least five things. Click here for Dan’s Retirement Rescue Toolkit.

Episode #47: Making Your Own Financial Luck

By | 2018-06-19T22:43:06+00:00 March 22nd, 2018|Podcast|

There’s a lot of talk in March about leprechauns, four leaf clovers and pots of gold at the ends of a rainbow. The bad news, however, is that none of those things will help you get wealthy or retire successfully. Well, okay, if you find a pot of gold you’ll be in pretty good shape. [...]

Episode #45: Mailbag – 4% Rule, Inheritance, & Spousal Disagreements

By | 2018-06-19T22:40:37+00:00 March 8th, 2018|Podcast|

We answer questions from listeners like you regarding the 4% rule, what to do when inheriting stocks, and how to get on the same page with a spouse. Click here for Dan’s Retirement Rescue Toolkit.

Episode #44: Financial Lies We Tell Ourselves

By | 2018-06-19T22:38:42+00:00 March 1st, 2018|Podcast|

You know it’s not a good thing to lie to yourself in any aspect of life. So, let’s “keep it real” and go over some of the common financial lies we tell ourselves and explore why it’s dangerous to approach retirement planning with these mindsets. Click here for Dan’s Retirement Rescue Toolkit.