Ranked #1
Ep 16: Retirement Income Planning Series - Part 1
Ep 16: Retirement Income Planning Series - Part 1
For many people, one of the biggest fears going into retirement is where money will come from when you're no longer rece... Read more
21 Mar 2019
•
15mins
Ranked #2
Ep 17: Bad-Timing Risk: Retirement Income Planning Series - Part 2
Ep 17: Bad-Timing Risk: Retirement Income Planning Series - Part 2
We continue on with the series by discussing a lesser known type of risk called bad-timing risk. What happens when you r... Read more
4 Apr 2019
•
27mins
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Ranked #3
Ep 37: The Story of Sue
Ep 37: The Story of Sue
Sue is a recent widow and has gone through significant life and money transitions. Listen to Sue's unique story and lear... Read more
6 Feb 2020
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21mins
Ranked #4
Ep 19: Dynamic Strategy: Retirement Income Planning Series - Part 4
Ep 19: Dynamic Strategy: Retirement Income Planning Series - Part 4
When building a financial plan that's based around investing, it's important to take into account a handful of dynamic e... Read more
2 May 2019
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35mins
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Ranked #5
Ep 18: Total Return Portfolio: Retirement Income Planning Series - Part 3
Ep 18: Total Return Portfolio: Retirement Income Planning Series - Part 3
If you're taking a probability-based approach to investing as we discussed in the first part of this series, you'll need... Read more
18 Apr 2019
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25mins
Ranked #6
Ep 5: Rules Gone Awry - Take Social Security Early
Ep 5: Rules Gone Awry - Take Social Security Early
There's an old school of thought that says you should take social security as early as you can so that you can get the m... Read more
4 Oct 2018
•
26mins
Ranked #7
Ep 3: Quit Obsessing Over A "Stress-Free" Retirement
Ep 3: Quit Obsessing Over A "Stress-Free" Retirement
There is a lot of obsessing over creating a stress-free experience in retirement. But life doesn't really work that way.... Read more
6 Sep 2018
•
22mins
Ranked #8
Ep 41: Coronavirus & Your Investment Strategy Part 2
Ep 41: Coronavirus & Your Investment Strategy Part 2
Timing the market sounds great, especially during times of market distress like that caused by Cornovirus (COVID-19) con... Read more
19 Mar 2020
•
35mins
Ranked #9
Ep 6: Rules Gone Awry - The Rule Of 100
Ep 6: Rules Gone Awry - The Rule Of 100
There's a "rule" that says you should take 100, subtract your age, and the result tells you how much of your money you s... Read more
18 Oct 2018
•
12mins
Ranked #10
Ep 4: The Wisdom In Ignoring The 80% Rule
Ep 4: The Wisdom In Ignoring The 80% Rule
Walter was being nosy recently and asking his mom about her retirement plans. When she told him she was planning on livi... Read more
20 Sep 2018
•
21mins
Ranked #11
Ep 12: Behind The Curtain Of Annuities And Free Steak Dinners
Ep 12: Behind The Curtain Of Annuities And Free Steak Dinners
Have you ever received an invitation to attend a steak dinner seminar event to learn about a financial product? Were you... Read more
17 Jan 2019
•
29mins
Ranked #12
Ep 8: Exorbitant Health Care Costs
Ep 8: Exorbitant Health Care Costs
In this episode, Kevin turns the tables on a handful of common misconceptions about health care costs in retirement. Fin... Read more
15 Nov 2018
•
25mins
Ranked #13
Ep 13: Beating Up On Variable Annuities
Ep 13: Beating Up On Variable Annuities
If you listened to Episode #12, you heard the rundown on just about every type of annuity except the variable annuity. S... Read more
7 Feb 2019
•
32mins
Ranked #14
Ep 40: Coronavirus & Your Investment Strategy Part 1
Ep 40: Coronavirus & Your Investment Strategy Part 1
Shocks like the Coronavirus (COVID-19) or Russia's assault on oil prices can't be predicted. Yet, your financial life pl... Read more
11 Mar 2020
•
31mins
Ranked #15
Ep 9: Rules Gone Awry - A Lower Tax Bracket Part 1
Ep 9: Rules Gone Awry - A Lower Tax Bracket Part 1
Let's continue our series on breaking down some of the retirement "rules" that have gone awry. This week, we'll begin a ... Read more
6 Dec 2018
•
22mins
Ranked #16
Ep 10: Rules Gone Awry - A Lower Tax Bracket Part 2
Ep 10: Rules Gone Awry - A Lower Tax Bracket Part 2
Time for part 2 of our conversation on the retirement rule gone awry that you'll be in a lower tax bracket at retirement... Read more
20 Dec 2018
•
29mins
Ranked #17
Ep 38: Pension Lump Sum or Monthly Payment?
Ep 38: Pension Lump Sum or Monthly Payment?
Pension lump sums are higher in 2020 than 2019. But which should you prefer? Listen to Kevin discuss how to financially ... Read more
20 Feb 2020
•
33mins
Ranked #18
Ep 24: Reasons to Invest Internationally
Ep 24: Reasons to Invest Internationally
How much money do you have in international investments? How much should you have? Listen to Kevin discuss what the scie... Read more
18 Jul 2019
•
24mins
Ranked #19
Ep 11: Not Resolutions - Set Goals The Right Way To Start The New Year
Ep 11: Not Resolutions - Set Goals The Right Way To Start The New Year
People struggle to keep their New Year's Resolutions. Instead, let's talk about what real goal setting looks like. Kevin... Read more
3 Jan 2019
•
24mins
Ranked #20
Ep 20: Are Guarantees Worth It? Retirement Income Planning Series - Part 5
Ep 20: Are Guarantees Worth It? Retirement Income Planning Series - Part 5
When choosing investment vehicles, for many people the most important factor is the guarantee that they'll receive a cer... Read more
16 May 2019
•
28mins
