A recent Wall Street Journal article took a deep look into how selling habits of certain financial products have shifted during the debate of the "fiduciary rule" in the financial industry. It's had an impact from marketing to the actual financial planning and Brie will spend some time unpacking the important pieces of the article as we take a critical look at the industry and how it impacts an everyday consumer. And if you want to check out the article, click here (Note: WSJ put the article behind a pay wall, so you might not be able to read it if you don't have a subscription).

Brie and Walter take a look at several recent news headlines that span the topics of early retirement (like, really early retirement), Seattle's "soda tax", and what lessons we've learned in the 10 years since the 2008 financial crisis.

Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation.

We'll ask Brie to tell us about a time a client told her, "If only I'd met you sooner!" You might be surprised just how much progress can be made if you're proactive about certain financial situations.

Mike Michalowicz, former writer for the Wall Street Journel and author of serveral books like Profit First and his latest Clockwork joins the show.

Brie will analyze an article about the elements of a successful retirement. See how many elements you already have, and how many you need to improve on.

Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…

Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively putting your money to work for you.

In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.