Financial Flight Plan Podcast

Raising Financially Savvy Kids And Grandkids

There are a lot of ways to pass a financial legacy to the next generation. You can do it with actual dollars, but also with knowledge. In this edition of the podcast, Brie gives us some tips for how to pass on savvy financial skills to the next generations.

Couch Potato Dollars

You haven’t gotten where you are in life by being lazy. If you have had children, you probably frequently told them not be a lazybones (or worse). You should do the same thing to your money. Get it off the couch. Lazy money or “couch potato dollars” can endanger your portfolio. Let’s talk about why that is.

The Glory Days Of Financial Planning

It can be fun to reflect on the glory days of your life and the way things used to be. And it’s no different in the financial world; retirement planning used to be a lot easier than it is now. Let’s discuss a few issues that make retirement planning harder in today’s world.

Reaping Rewards For Financial Sacrifice

It can be difficult to make financial sacrifices when the reward for doing so might not be seen until several years in the future. Let’s talk about some of the situations where you might be inclined to take the immediate benefit, but you should really consider the delayed benefit.

Unasked Financial Questions

Lots of people have questions about their retirement, but most people should be asking other questions that they don’t even know to ask. Let’s break down the “unasked questions” of the financial world.

Required Minimum Distributions

Learn about RMDs and how they can affect your retirement.

Are You Ready For Retirement?

Looking at how the conversation about retirement readiness typically takes shape. 

Divorce Key Actions

We detail all the financial considerations you should make if you are going through a divorce.

Bouncing Back

Learn how to withstand and recover from financial challenges.

Common Planning Complaints

What are some common complaints about planning for retirement? How can you avoid these pitfalls?