Episodes
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…
Thursday Mar 07, 2019
Episode #64: Retirement Planning - When DIY Works (And When It Doesn’t)
Thursday Mar 07, 2019
Thursday Mar 07, 2019
In many areas of our culture, the do-it-yourself mentality is really popular. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design…and how to do those things without professional help. Let’s talk about what the DIY mentality looks like in retirement planning.
Thursday Feb 21, 2019
Episode #63: Lessons From The Amazon Divorce
Thursday Feb 21, 2019
Thursday Feb 21, 2019
It's sad news that Jeff Bezos and his wife MacKenzie are separating. We know it's an issue that a lot of Americans face each year. Brie fills us in on some of the common mistakes people make when they go through a divorce and how you can avoid them. We'll also field a question from Diane about what to do with a large settlement in the wake of an auto accident.