Financial Game Plan

The Market Crash Hall Of Fame

Let's tour the "Market Crash Hall Of Fame", and go over some of the famous crashes in American history. Be sure you are prepared for the next one.

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Is The Customer Always Right?

Remember that old retail saying "the customer is always right?" We'll explain why that might not always be the case. We'll also grade your financial competency and unpack the concept of variable annuities.

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Retirement Variables And Constants

Learn the variables and constants that will affect your retirement. Make sure you are living your retirement without regrets.

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Let’s Talk About The Weather

There are financial lessons to be learned from almost every area of life. Let's see what we can learn from the weather. We'll also establish some financial commandments and spend time talking directly to the Baby Boomers who are listening.

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Stock Market Update

Watch out for market volatility. We'll prepare you for the ups and downs on Wall Street. We'll also examine the power of hindsight and take a look at some stuff you just need to know.

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The Financial Olympics

The Winter Olympics are upon us! To celebrate, learn how financial planning could be similar to your favorite event. We'll also take your questions on houses and how they'll affect your portfolio. Finally, we'll explore how certain financial principles have become obsolete.

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Don’t Ruin Your Retirement

Make sure you're avoiding key behaviors that could ruin your retirement. We'll also discuss longevity and examine a recent case study on IRAs.

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The Market Crash Survival Guide

Wary of another market crash? Have no fear. Listen for our Market Crash Survival Guide. We'll also help you as you build your financial house and discuss financial challenges unique to women.

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The Dangers Of False Hope

Stop clinging to false hope in your portfolio, and unpack the challenges you might face after the death of a spouse. 

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Signs Of A Genius

Learn to invest like a genius and determine whether you need a traditional or Roth IRA.

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