Episodes
Thursday Aug 01, 2019
You Need To Avoid These Portfolio Disasters
Thursday Aug 01, 2019
Thursday Aug 01, 2019
Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them...
Thursday Jul 18, 2019
Myths About Federal Pay
Thursday Jul 18, 2019
Thursday Jul 18, 2019
On this episode, we'll discuss COLA's and Diet COLA's (cost of living adjustments) and other myths about federal pay raises for workers and retirees. And later, we'll tackle a listener email question about being forced into an early retirement.
Wednesday Jul 03, 2019
These 3 Financial Things Are Overrated
Wednesday Jul 03, 2019
Wednesday Jul 03, 2019
Sometimes things get pushed or catch a lot of buzz in the financial landscape and they just aren’t all they’re cracked up to be. Let’s explore some of the things that might be sold to you as the greatest thing since sliced bread, but in reality it’s probably way too much focus and attention being paid to them. We'll also answer Roberta's question about putting all her savings in her company's stock. Plus, if you had to wake up to the same song every morning of your life (hello Groundhog Day), which would it be?
Thursday Jun 20, 2019
These 3 Financial Things Are Underrated
Thursday Jun 20, 2019
Thursday Jun 20, 2019
This topic is simple. Things related to your money, finances, and retirement that should get way more attention and excitement. Let’s give them the love they deserve on this episode. We also have a great question from Georgia about her 401(k) doing a lot better than her IRA. And if you were forced to live on another continent, which would you choose?
Thursday Jun 06, 2019
5 Simple Questions (That Are Hard To Answer)
Thursday Jun 06, 2019
Thursday Jun 06, 2019
Some of retirement planning’s most important questions seem so simple at first. They can be asked in just a few words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer. Let’s cover some of the important retirement questions that are harder to answer than you might think.
Thursday May 16, 2019
3 Must Do Items For Federal Retirement
Thursday May 16, 2019
Thursday May 16, 2019
This week we discuss a few key points to consider when prepping for retirement from the federal work force.
Thursday May 02, 2019
The 4 Biggest Realities Of Retirement Planning
Thursday May 02, 2019
Thursday May 02, 2019
The realities of retirement planning are different than they were even a decade ago. Let’s talk about some of the realities that affect how you need to plan.
Thursday Apr 18, 2019
When Is It "Safe" For You To Retire?
Thursday Apr 18, 2019
Thursday Apr 18, 2019
We get a lot of questions from listeners wanting to know how they can determine when it will be “safe” for them to retire. Let’s look at some of the key factors that help a person define what “safe” means and when they can indeed pull that retirement lever.
Thursday Apr 04, 2019
5 Common “Pain Points” In Your Financial Life
Thursday Apr 04, 2019
Thursday Apr 04, 2019
When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Let's talk about how Brie has helped her clients through these common pain points.
Thursday Mar 21, 2019
6 Things Wasting Away In Your Financial Junk Drawer
Thursday Mar 21, 2019
Thursday Mar 21, 2019
Most people have a junk drawer at home. It usually contains things like rubber bands, clothespins, highlighters, glue sticks, a tape measure, a label maker, and a pair of scissors. But most people have a financial junk drawer too. Let’s talk about some of the things that end up there and how they might be put to better use…