Episode #71: Defining Risk Tolerance

Today's Objective... Risk tolerance is a buzzword that gets used in many financial conversations, but what is it, and how does it affect your retirement plan? Dan explains. (Click the featured times below to jump forward in the episode) First Things First. 1:48 - In The News: Is A Crash Looming? 4:12  - GTK: We [...]

By | 2018-12-03T18:44:07+00:00 December 6th, 2018|Podcast|0 Comments

Episode #70: Settling Financial Debates

Today's Objective... Depending on who you ask, you'll get varying answers to some of retirement's most pressing questions. Dan will help us settle these financial debates. (Click the featured times below to jump forward in the episode) First Things First. 1:13 - In The News: Gold prices are hitting a low. 4:01  - Mailbag: Helene [...]

By | 2018-11-15T18:51:32+00:00 November 15th, 2018|Podcast|0 Comments

Episode #69: Hidden Expenses

Today's Objective... Just because you can't plainly see all the hidden expenses in your portfolio doesn't mean they aren't there. Uncover areas to watch for hidden costs. (Click the featured times below to jump forward in the episode) First Things First. - In The News: Stock Market Volatility. 5:39   - Mailbag: Oscar just turned [...]

By | 2018-10-25T18:06:12+00:00 November 1st, 2018|Podcast|0 Comments

Episode #68: Important Financial Terms You Should Know

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 [...]

By | 2018-10-15T17:39:52+00:00 October 18th, 2018|Podcast|0 Comments

Episode #67: Tax Planning And Retirement

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 [...]

By | 2018-09-24T21:49:56+00:00 October 4th, 2018|Podcast|0 Comments

Episode #66: Ask Yourself Five Retirement Questions

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  [...]

By | 2018-09-13T18:43:22+00:00 September 20th, 2018|Podcast|0 Comments