Episodes

  • Do I need life insurance? Ep #009
    Aug 13 2022

    In today's episode, we will discuss:

    • How much life insurance someone should have
    • When should someone buy life insurance
    • What's the difference between term and permanent life insurance
    • How life insurance needs change throughout the different stages of life
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    28 mins
  • Becoming a millionaire in today's environment, Ep #008
    Aug 11 2022

    In today's episode, we will cover:

    • What it takes to become a millionaire in America today
    • Statistics about millionaires in America
    • The connection between inheritances and becoming a millionaire
    • How following a process for building wealth can get someone on the path to being a millionaire 
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    29 mins
  • Are we in a recession?! Ep #007
    Aug 5 2022

    In this episode, we'll cover:

    • How this situation may be similar or different from past recessions
    • Things you look for that signal the start of a recession
    • What should we do with our portfolios during a recession
    • And why are we still optimistic about the future
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    28 mins
  • The 5 Pitfalls of Retirement Planning, Ep #006
    Jul 20 2022

    In this week's episode, we cover the 5 pitfalls of retirement:

    1.       Not having defined goals. To us, predetermined retirement plan goals are a must. ...
    2.       Not starting early enough. It is an undeniable fact that the earlier you start saving for retirement the more likely you will be to accomplish your goals. ...
    3.       Unrealistic growth expectations.
    4.       Cashing out or borrowing from your plan
    5.       Taking too much or too little risk
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    28 mins
  • What type of account is best to invest in? Ep #005
    Jul 2 2022

    In this episode, we cover:

    • How a Health Savings Account (HSA) can be used for investing
    • How to prioritize where to put your next dollar of savings
    • How to manage emotions going through tough markets
    • And more!
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    28 mins
  • What should we do about this crazy market?! Ep #004
    Jun 25 2022

    In this episode, we'll cover:

    • Is now the right time to be investing for retirement?
    • How to best think about long-term investing.
    • How savings rates impact accumulation for retirement. 
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    30 mins
  • Developing an Investment Roadmap, Ep #003
    Jun 18 2022

    In this episode, we cover:

    • How to prioritize paying down debt versus investing
    • The importance of having an emergency fund to provide a strong foundation for investing
    • What types of accounts are most advantageous to save into for retirement
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    28 mins
  • Social Security and Inflation, Ep #002
    Jun 11 2022

    In this episode, we cover:

    • Projected cost of living adjustments for Social Security
    • How inflation impacts retirement portfolios
    • Social Security Q&A
    • IRA changes under the SECURE Act 2.0
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    28 mins