Ranked #1
013: How to Construct a Portfolio Containing Mutual Funds and ETFs - Part 2
013: How to Construct a Portfolio Containing Mutual Funds and ETFs - Part 2
In our previous podcast episode, CERTIFIED FINANCIAL PLANNER® Bud Kasper, Jason Newcomer and I discussed the differences... Read more
23 Jul 2019
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39mins
Ranked #2
007: Understanding Medicare - Part 2 - Options, Costs, and Coverage
007: Understanding Medicare - Part 2 - Options, Costs, and Coverage
In our previous episode, certified Medicare specialist Tom Allen and I discussed what Medicare actually is and what it’s... Read more
23 Jul 2019
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41mins
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012: How to Choose Between Mutual Funds and ETFs - Part 1
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Many investors have had questions lately about the difference between mutual funds and ETFs: why choose one over the oth... Read more
23 Jul 2019
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008: The Complexities of Estate Planning - Part 1 - Wills and Probate
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003: Creating Better Financial Outcomes with Brie Williams (Part 1)
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Why do we do what we do? What motivates us? These are big questions - and they apply just as much to financial services ... Read more
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004: Your Realistic Retirement Plan: The Good, the Bad, and the Ugly with Brie Williams (Part 2)
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When many people build their financial plans, they only envision an ideal retirement where nothing goes wrong. They assu... Read more
23 Jul 2019
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009: The Complexities of Estate Planning - Part 2 - Wills and Probate
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010: Understand the Economy and the Marketplace - Part 1
010: Understand the Economy and the Marketplace - Part 1
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005: Top 10 Financial Scams Targeting Seniors with Brie Williams (Part 3)
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You don’t have to read stories about people like Alan Stanford and Bernie Madoff or The Wolf of Wall Street to learn abo... Read more
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017: Economic Cycles and Avoiding Emotional Investing with David Mitchell
017: Economic Cycles and Avoiding Emotional Investing with David Mitchell
There’s nothing easy about building a portfolio designed to get you through retirement, and this is especially true in t... Read more
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016: What Retirees Need To Know About Cybersecurity with Wayne Robinson
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011: Understand the Economy and the Marketplace - Part 2
011: Understand the Economy and the Marketplace - Part 2
There’s a lot that you need to understand before you set out to build your own retirement portfolio. In the first part o... Read more
23 Jul 2019
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014: Travel in Retirement to Create Memories with Mark Comfort
014: Travel in Retirement to Create Memories with Mark Comfort
Retirement is all about checking things off the bucket list. It’s a time to turn hard work into incredible experiences, ... Read more
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015: How to Assess Risk In Your Portfolio with Brad Kasper
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In my 32 years in the financial industry, I’ve learned one thing: unless you’re working with a great financial planner, ... Read more
14 Jan 2020
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006: Understanding Medicare - Part 1 - Options, Costs, and Coverage
006: Understanding Medicare - Part 1 - Options, Costs, and Coverage
For many retiring seniors, Medicare is super confusing. There are lots of misconceptions about how it works, how supplem... Read more
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024: Managing Your Portfolio in Times of Crisis with Bud Kasper
024: Managing Your Portfolio in Times of Crisis with Bud Kasper
When the markets react hard to a global crisis, it’s not always easy to know what to do. You’ve probably heard not to se... Read more
24 Mar 2020
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023: How to Invest in Real Estate for Retirement
023: How to Invest in Real Estate for Retirement
Did you ever think about purchasing real estate as an investment, but decided that the hassle of being a landlord or dea... Read more
10 Mar 2020
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022: Medicare Supplement Plans, A Closer Look with Tom Allen
022: Medicare Supplement Plans, A Closer Look with Tom Allen
If you’re approaching or just reached retirement age, you probably have questions about supplemental Medicare coverage a... Read more
3 Mar 2020
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48mins
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021: How to Be the CEO of Your Retirement with Tony Lewis
021: How to Be the CEO of Your Retirement with Tony Lewis
When you retire, you don’t stop having to make decisions, set intentions for your life, making plans, or working with pe... Read more
25 Feb 2020
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48mins
Ranked #20
020: Why Self-Awareness is Crucial to Retirement Planning with Joe Lieberman
020: Why Self-Awareness is Crucial to Retirement Planning with Joe Lieberman
When things go wrong, there’s nothing more humbling than taking a long, hard look in the mirror. We all know how hard it... Read more
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44mins
