Financial Game Plan

First Steps

Putting together a financial plan can be overwhelming. We'll make it a little easier by helping you figure out the first steps. We'll also talk about the elements of retirement that you can and can't control. Finally, we'll discuss some assumptions about retirement planning you shouldn't make.

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Retirement Planning Myths

There's an almost endless list of retirement planning myths. We'll ty to debunk some of them. We'll also explain 401k rollovers and give some advice on market corrections.

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How Do You Know

We'll talk about the role your children will play in your retirement planning process. We'll also play a game of How Do You Know and discuss the ins and outs of inflation.

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Why You’re Not Retiring

We'll share with you some of the reasons people don't want to retire. We'll also talk about Required Minimum Distributions (RMDs) and the reasons it can be difficult to part ways with your financial advisor.

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Financial Grocery Shopping

We'll show you how planning for retirement is like going grocery shopping. We'll also help you understand those confusing financial statements, how technology is changing your approach to financial planning, and the financial lies you might be telling yourself.

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No Excuses!

We'll uncover some of the little white lies found in the financial world. We'll also talk about the excuses people make for their bad financial decisions. 

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Are You An Optimist Or A Pessimist?

We get a lot of question about 401(k) accounts. Today, we'll spend some time answering those questions. We'll also determine whether you're an optimist or a pessimist when it comes to retirement planning. Finally, we'll discuss the role of real estate in your financial plan. 

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Reality Check

Sometimes, you need to hear the truth when it comes to understanding your retirement. On this edition of the show, you're in for a reality check. We'll also give you some essential tips for income planning.

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Elephants, Glory Days, And Lazy Money

When it comes to retirement planning, there can be several elphants in the room. We'll talk about how a good financial plan addresses these elephants. We'll also disucss the "glory days" of retirement planning and why things are much harder these days. Plus, do you have "Lazy Money" in your portfolio? We'll identify what Lazy Money looks like and how you can put it to work.

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Improve Your Approach To Retirement

There's always room for improvement when it comes to your financial strategy. We'll give you some tips for enhancing your approach to retirement. We'll also talk about the value of delayed gratifcation.

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