Financial Flight Plan Podcast

Episode #62: In The News - Fiscal Spending

On this episode we'll discuss a news headline about federal spending and the implications of this growing problem in planning for retirement. And later we'll tackle a listener email question.

Episode #61: Little Missed Details

Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.

Episode #60: How To Spot A Bad Advisor

How do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? How can you tell the good ones from the bad ones?

Episode #59: In The News - Mary J, Market Crashes and Scammers

Tim and Brie dive into recent news headlines this week.  Is marijuana a legitimate investment opportunity? How do we know who to trust about stock market predictions?  And finally, what kinds of financial scams should you be aware of?

Episode #58: Article Analysis - How The Fiduciary Rule Change (And Reversal) Is Impacting How Financial Products Are Sold

A recent Wall Street Journal article took a deep look into how selling habits of certain financial products have shifted during the debate of the "fiduciary rule" in the financial industry. It's had an impact from marketing to the actual financial planning and Brie will spend some time unpacking the important pieces of the article as we take a critical look at the industry and how it impacts an everyday consumer. And if you want to check out the article, click here (Note: WSJ put the article behind a pay wall, so you might not be able to read it if you don't have a subscription).

Episode #57: In The News - Soda Tax, FIRE, And The 10-Year Anniversary Of The 2008 Financial Crisis

Brie and Walter take a look at several recent news headlines that span the topics of early retirement (like, really early retirement), Seattle's "soda tax", and what lessons we've learned in the 10 years since the 2008 financial crisis.

Episode #56: You've Lost That Financial Feeling

Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation.

Episode #55: Storytime - "If Only I'd Met You Sooner!"

We'll ask Brie to tell us about a time a client told her, "If only I'd met you sooner!" You might be surprised just how much progress can be made if you're proactive about certain financial situations.

Special Guest Mike Michalowicz

Mike Michalowicz, former writer for the Wall Street Journel and author of serveral books like Profit First and his latest Clockwork joins the show.

Elements Of A Successful Retirement

Brie will analyze an article about the elements of a successful retirement. See how many elements you already have, and how many you need to improve on.