Episodes

  • E242: How to Create Retirement Income From Your Investments – Three Popular Strategies

    E242: How to Create Retirement Income From Your Investments – Three Popular Strategies
    Oct 30 2024
    Here’s a look at three common retirement income strategies—Systematic Withdrawals (Total Return with Rebalancing), the Bucket Strategy, and the Guardrails approach. Each one has its own strengths and challenges, depending on your goals, risk tolerance, and personal style.
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    23 mins
  • E241: Why Shouldn’t I Just Invest in the S&P 500?

    E241: Why Shouldn’t I Just Invest in the S&P 500?
    Oct 16 2024
    While the S&P 500 can be a great foundation for a portfolio, investing solely in this one segment of the market may not always be the best approach. We'll explore several reasons why relying solely on the S&P 500 might not be the ideal strategy.
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    10 mins
  • E240: What to Do if You Lose Your Job

    E240: What to Do if You Lose Your Job
    Oct 9 2024
    Losing your job is never easy, whether you saw it coming or it took you by surprise. Beyond the emotional toll, the financial uncertainty can be overwhelming. However, with thoughtful planning and strategic actions, you can protect your financial future and manage the transition to your next chapter with confidence.
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    15 mins
  • E239: 5 Myths About 401(k) Plans That Need to Be Debunked

    E239: 5 Myths About 401(k) Plans That Need to Be Debunked
    Oct 2 2024
    The truth is, a 401(k) can be a powerful tool for building a secure retirement if you know how to use it wisely. We'll dive into five of the most common myths about 401(k) plans, debunk them, and provide clarity so you can make the most of your retirement savings strategy.
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    10 mins
  • E238: How Do Presidential Elections Affect the Stock Market?

    E238: How Do Presidential Elections Affect the Stock Market?
    Sep 25 2024
    Presidential elections often bring a heightened sense of uncertainty to the stock market, but historical data suggests that the impact is not as significant or predictable as many might believe. Here are some key points to consider.
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    9 mins
  • E237: Navigating Your Child’s Transition to Independence – Key Considerations for Parents

    E237: Navigating Your Child’s Transition to Independence – Key Considerations for Parents
    Sep 18 2024
    As your child becomes independent, there are a multitude of factors to consider. From health care access and insurance coverage to tax strategies and estate planning, it’s a significant transition for both you and your child. By proactively addressing these issues, you can ensure a smoother path toward your child's independence while safeguarding your family's financial well-being.
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    11 mins
  • E236: The Right Way to Set Up (and Use) YNAB for Budgeting

    E236: The Right Way to Set Up (and Use) YNAB for Budgeting
    Sep 11 2024
    You Need a Budget (YNAB) is a powerful tool that can help you manage your cash flow, save with intention, and spend with confidence. I'm going to walk you through the "right" way to set it up and use it. Or at least, MY way.
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    28 mins
  • E235: How to Freeze Your Credit (And Why You Might Want To)

    E235: How to Freeze Your Credit (And Why You Might Want To)
    Aug 28 2024
    One tool in your fight against identity theft is a credit freeze. But what exactly is a credit freeze, and why should you consider implementing one?
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    9 mins