Podcasts


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Reactions To Market Crashes

Whenever we experience any kind of downward volatility in the stock market, we see people making drastic decisions and changes to their accounts based on emotional reactions. So this week, we’ll take a look into what kind of reactions people make and we’ll discuss some ways to avoid the potential consequences of overreacting.

Retirement Assassins

If you’re not careful, there’s a handful of retirement planning hazards that can easily sneak up on you. Let’s talk about what those risks are and how to properly protect yourself against them.

Planning Your Summer Vacation & Your Retirement

If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist…

Lies We Tell Ourselves

Let’s explore some of the financial lies people tell themselves, and some of the consequences that go along with them.

Phasing Into Retirement – Is This The Right Decision For You?

For many people there’s an uneasiness about quitting their job cold turkey and stepping into retirement. But retirement doesn’t mean that you have to stop working, and it certainly doesn’t mean you have to stop being active. So this week, Isaac will give you three important tips on how to prepare for this transition.

Withdrawals From Retirement Account

It can be a new and overwhelming experience transitioning from paychecks to taking money out of your retirement accounts. Let’s go over some of the best withdrawal strategies and rules of thumb.

Where Do You Stand? Part 3

Wrapping things up in our series on the three distinct mindsets of pre-retirees, let’s look at what you should be asking yourself if you’re thinking, “I know I have enough money to retire.”

Where Do You Stand? Part 2

Continuing our series on the three distinct mindsets of pre-retirees, let’s discuss what questions you should be asking if you think you have enough money to retire, but aren’t quite sure.

Where Do You Stand? Part 1

When it comes to retirement planning, people tend to have one of three distinct mindsets. This week, as the first episode in a three-part series, we’ll discuss the first of those mindsets. What can you do if you’re nearing retirement age and you just don’t know if you’ll have enough money, or you just don’t…

Uncommon Sense – Mental Mistakes To Avoid

Common sense is not quite as common as you might think, especially when it comes to your finances. Let’s talk about three areas where people tend to do the opposite of what is in their own best interest, and what you can do to avoid those missteps in the future.

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