All Episodes
Episodes
12 - Investing vs Gambling
How do you know if you are "investing" or just plain old "gambling" in the market. What differentiates the two? Here's what separates the amateurs from the pros.
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11 - The World Right Now
How does War, Inflation, a down market, 30-trillion dollars in national debt, and rising interest rates impact your retirement? What can you do about it? What should you do about it? How do you protect your...
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10 - Estate Planning
What are the essentials we need in an Estate Plan? How do we protect those we love? You don't need a fancy trust, or lawyers to have an effective estate plan. Find out how the must know facts in this week's episode of...
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09 - FIRE over 50!
What is FIRE (Financial Independence and Retire Early) and how does it apply to someone who is near retirement or already in retirement? Are there shortfalls?
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08 - Social Security Maximization
Wondering how to get the most out of your social security? Worried you are going to make the wrong decision.
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07 - How to Handle Market Anxiety
Thoughts on current volatiltiy. How to handle market anxiety. What should you be thinking? How do you hold on during all this volatility?
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05 - How Advisors Are Paid
Do you know how your financial advisor gets paid? In this video, we'll break down the three most common compensation models and help you understand which one is best for you.
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04 - Tips for Budgeting & Spending Less
Struggling to cut back on impulse purchases? Having trouble sticking to a budget. Check out this episode for an interesting discussion with Freddie and Leibel on how to take control of your personal finances.
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03 - Downsizing...What You Should Consider First
What are the pros/cons of downsizing? When looking at HOA vs Condo what should you consider?
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02 - Inflation Scares
How do you plan to cope with inflation throughout your retirement, especially if you are or plan to retire early?
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01 - How to Think About Roth Conversions
Should I do a ROTH conversion? When should I do it? Get the essentials you need to know.
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