Nov 30, 2018

We are replaying one of the most popular shows and will return next week with a brand new show.

Learn how financial news from the past affects us today. We also talk about correlations between hurricanes and retirement planning. We also discuss some of the reason people procrastinate when planning retirement.

Main...

Nov 23, 2018

Learn about what you should consider focusing on with your end-of-year financial planning. Joel gives his take on the Dave Ramsey plan. Learn some of the biggest retirement fears that people have.

Main Questions Asked:

What should I look at with my end-of-year financial planning?

What does Joel really think about Dave...

Nov 16, 2018

Learn the three questions you need to ask when making sure that you have enough income available for your retirement needs.

Main Questions Asked:

Do I have an income plan that will allow me to have enough money to last throughout my retirement?

Do I understand my rate of returns and what money I should...

Nov 9, 2018

We talk about what to do when the market goes down and how to prevent getting hit with big losses. We also talk about when to buy, sell, and rebalance your portfolio. We also discuss what to look at when you get your retirement plan statement.

Main Questions Asked:

How can I create a portfolio that will avoid big...

Nov 2, 2018

We are replaying one of the most popular shows and will return next week with a brand new show.

Learn and understand that asset allocation is the mix of your entire investment portfolio. Here, I discuss seven pitfalls of having an asset allocation strategy that just doesn't work. The wrong allocation could cause you to...