July 2018

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.

Episode #58: Spousal Conflicts: Savers vs. Spenders

By | 2018-06-19T23:06:08+00:00 June 7th, 2018|Podcast|

A lot of couples will often have one spouse who is the saver of the pair and the other is the spender. How can you effectively prepare for your financial future with such differing personalities? Dan will take us through the action steps he takes when working with couples through issues like this. Click here [...]

May 2018

Episode #57: Playing Retirement Catch-up

By | 2018-06-19T23:04:46+00:00 May 31st, 2018|Podcast|

If you’re a little behind in preparing for retirement, don’t be afraid. A lot of people are in the same boat. There’s good news, however. With some discipline and some good saving and planning strategies, it’s possible to make up a lot of ground in a relatively short period of time without taking undue risk. [...]

Episode #56: How Do You React To Market Corrections?

By | 2018-06-19T23:03:18+00:00 May 24th, 2018|Podcast|

Anytime the market is moving in a downward direction, or even just wavering, we see people react in various ways. Take a listen to see if you identify with one of these common reactions to market corrections. Do you over-trade as a response? Do you stick your head in the sand or run around like [...]

Episode #55: Story Time – “I Didn’t Listen”

By | 2018-06-19T23:01:29+00:00 May 17th, 2018|Podcast|

We’ve probably all had one of those moments where we didn’t listen to the advice someone was trying to give us. Let’s hear about a time it happened in the financial world when someone didn’t listen to the advice of their financial advisor and later wished that they had. Click here for Dan’s Retirement Rescue [...]

Episode #54: Lessons Learned From Retired Clients

By | 2018-06-19T22:58:32+00:00 May 10th, 2018|Podcast|

Just as clients can learn a lot from Dan, Dan can learn some lessons from his clients. Hear about Dan’s experiences with retired clients and how they have shaped his financial perspective and strategies. Click here for Dan’s Retirement Rescue Toolkit.

April 2018

Episode #52: Overlooked Elements of Retirement Planning

By | 2018-06-19T22:52:23+00:00 April 26th, 2018|Podcast|

A few weeks back, we talked about what a holistic plan really looks like. One of the five core elements also happens to be one of the most overlooked and forgottten pieces of a retirement plan. For a myriad of reasons, individuals and even financial advisors often skip over the family legacy or estate planning [...]