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

Episode #65: Elements Of A Successful Retirement

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 [...]

By | 2018-08-29T14:54:37+00:00 September 6th, 2018|Podcast|0 Comments

Episode #64: Giving Money Mission Statements

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 [...]

By | 2018-08-13T15:22:42+00:00 August 16th, 2018|Podcast|0 Comments

Episode #63: What Financial Demographics Can Tell Us

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 [...]

By | 2018-07-31T21:18:11+00:00 August 2nd, 2018|Podcast|0 Comments

Episode #62: Debunking Financial Myths

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 [...]

By | 2018-07-12T22:05:07+00:00 July 19th, 2018|Podcast|0 Comments

Episode #61: Things You Can’t Control

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. [...]

By | 2018-06-29T15:08:13+00:00 July 5th, 2018|Podcast|0 Comments

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

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 [...]

By | 2018-06-27T15:48:17+00:00 June 21st, 2018|Podcast|0 Comments

Episode #59: Seven Estate Planning Mistakes To Avoid

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.

By | 2018-06-19T23:07:22+00:00 June 14th, 2018|Podcast|0 Comments