Category: Podcast

Episode 119: Paying For College In Retirement

It is no secret that college tuition is expensive and many parents want to help out their children pay for a higher education. But is it worth risking your retirement? Today we will look at the factors that parents should consider when paying for their child’s education. Especially for those parents that are near, or in retirement. We also answer a question from a listener who is looking to sell their farm for a little under a million dollars and does not know where to invest the money.

March 19, 2020 No Comments

Episode 118: Coronavirus and Protection Of Assets For Long Term Care

The outbreak and spread of the coronavirus has caused a bit of a panic in the market in recent weeks. We’ll talk about how these events may affect your investments, short-term and long-term. We’ll also take a look into some important strategies for protecting your assets from the state if you were to move into a nursing home.

March 5, 2020 No Comments

Episode 117: Downsizing, Old Policies & Portfolio Options

There are many misconceptions that surround the idea of downsizing your house in retirement. Many people think that they will be able to make a huge profit if they downsize, but that is not always the case. We will guide you through some other considerations to keep in mind before you make the big sale. We also discuss reevaluating an old life insurance policy, how much company stock you should invest in, and deciding whether to move your money into cash, or to keep investing.

February 20, 2020 No Comments

Episode 116: How To Account For Emotions In Your Financial Plan

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process. Matt will share examples he has seen where emotions have influenced the thought process of individuals. Understanding the emotions that come from financial planning and putting the right strategies in place leads to making the best decisions.

February 6, 2020 No Comments

Episode 115: Changes To Retirement Planning

Recently, there was a COLA increase of 1.6% for Social Security benefits. Matt will give his thoughts on the long term benefit of having a COLA increase, even though the percentage may not seem impressive at first. We will also discuss why working past age 65 is not so uncommon anymore and the importance of mapping out a plan with how you would like to spend your time in retirement.

January 16, 2020 No Comments

Episode 113: Understanding Property and Casualty Insurance with Ted Wolfer

You’ve likely carried an auto and homeowners policy for many years and don’t think too much about it, but your property and casualty insurance is your protection from major financial disaster. We talk with an insurance specialist to get a better understanding of these policies and what we should be paying attention to.

December 19, 2019 No Comments

Episode 112: 3 Listener Questions About Investing, 401k, and Retirement

You never know what kind of questions or scenarios you’ll come across when working with clients. But that’s what makes planning exciting. Today we’ll pull three great questions that we’ve heard recently involving 401k rollovers, investing rental property proceeds, and the challenge of spending in retirement. We’ll go in-depth on each answer to show you how we approach each situation.

December 5, 2019 No Comments

Episode 111: Teaching Children Lessons About Money with John Lanza

Are you worried that your child is accumulating too many things? Do you wonder if you’re spoiling your child? John Lanza, author of The Art of Allowance, joins the show to give us an overview of his Money Mammals empowerment kit that teaches children how to share, save and spend. This is a great place to start if you want to lay a foundation for money management for your child.

November 21, 2019 No Comments

Episode 110: Want to Know How We’re Investing Our Money?

Have you ever stopped to think about what your financial advisor invests in? You get a lot of advice and guidance but do they actually follow their own suggestions? We’re going to pull back the curtain and tell you how we manage our entire portfolio for the three businesses.

November 7, 2019 No Comments
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