Posts Tagged ‘retirement’
Episode 119: Basketball and Financial Planning
As March Madness came to a close, we wanted to have a little fun and talk about what basketball and financial planning had in common. Is your financial plan ready for its one shining moment?
Read MoreEpisode 118: Things You Should Never Assume In the Financial World
On the lookout for mutual funds with high returns because you’ve heard it’s possible? David answers three questions from the mailbag in today’s show as you make financial decisions.
Read MoreEpisode 110: Financial Resolutions – Answering Your Questions
Have you started working on your financial resolutions yet? What kind of questions have delayed you from reaching your goals? Today we’ll provide answers to help you stay on track financially this year.
Read MoreEpisode 108: 5 Important Retirement Statistics
What do these facts and figures tell you about what retirement could look like? How does you plan correspond with these statistics? We’ll dive into some important data on today’s show.
Read MoreEpisode 100: Can We Afford to Do This AND Still Have Enough For Retirement?
How do you know when you have enough saved for retirement? How do you know when there’s enough left over to do something else like travel or take on a home renovation? We’ll answer your mailbag questions on today’s episode.
Read MoreEpisode 97: Can I Claim Ex-Husband’s Social Security Benefits + Other Questions
From Social Security benefits to long-term care coverage to incentivizing your children, we answer four questions from the mailbag today. David shares his advice for these listeners navigating different situations in their financial plan.
Read MoreEpisode 95: 3 Things Your Heirs Should Know
You may have spent plenty of time planning for your legacy, but do your heirs know what they need to know? What conversations should you be having with them now?
Read MoreEpisode 94: Millennials In Retirement
Even though it’s still a little way off, how can Millennials best prepare for retirement? What kinds of strategies should they implement as a part of their financial plan?
Read MoreEpisode 92: Mailbag – Should You Be Rebalancing?
Are you wondering if you should do a rebalance? David answers this question, as well as two others from the mailbag this week.
Read MoreEpisode 91: What’s the Future of Social Security?
What should you know when it comes to Social Security in the future? Will it still be there for you when you need it? How should your retirement plan account for Social Security? We’ll talk all things Social Security on today’s show.
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