Podcasts


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Hurricanes and Retirement Planning

Since much of the country has recently spent a lot of time watching the Weather Channel and getting a refresher on how hurricanes work, let’s take the opportunity to see what we can learn about retirement planning from a discussion about hurricanes.

Do You Need an Advisor?

Going to see a financial advisor can sometimes feel intimidating, or even unneccessary, depening on your level of involvement with your personal finances. Isaac will give you the honest truth on whether or not you might need a financial advisor.

Financial Jargon

Some advisors intentionally use financial jargon to confuse people, but most just don’t realize that the terms they use so often aren’t widely understood by most normal people. Isaac will explain the meaning of some of these terms.

The Voice of Greed

When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear.

Positives Of The Financial Red Zone

Are you entering into the red zone for retirement? We’ve borrowed the term from football to talk about the years leading up to and immediately following retirement. Issac will go over some of the benefits of being in this stage of life.

5 Life Events

Isaac will go over some major life events that require a plan. Isaac can help put together a comprehensive plan for you for these events, as well as for entering retirement.

Mistakes Couples Make

Retirement is usually not a solo journey. Rather, it is a part of your life that you will be living with your spouse. Because of this, retirement planning requires coordination between partners. Avoid some common mistakes that couples make with Isaac’s money tips on this episode of the podcast.

Retirement Baseball

Let’s learn some retirement tips from the world of baseball. Do you have what it takes to make it around the bases?

Out of Tune

Hearing a song that’s being played with an out of tune instrument can be painful. Having an out of tune retirement plan can be even more painful, especially because it’s less obvious when it is happening. Isaac will tell you how to get the harmony in your retirement plan back on track.

Minding the Gap

If you’ve ever ridden the subway in London, you’ve probably noticed the “Mind The Gap” signs warning you to beware of the gap between the train door and the station platform. Let’s talk about minding the gaps in your retirement plan.