Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
At Monolith Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety... more
FAQs about Monolith Money Show:How many episodes does Monolith Money Show have?The podcast currently has 259 episodes available.
April 10, 2021Behavioral Finance and You - April 10, 2021The area of behavioral finance is gaining traction among financial professionals. Today Jeff and Camille discuss areas where human emotional behavior can get in the way of a solid retirement plan, including such factors as overconfidence and confirmation bias. They also talk about why having a trusted financial professional can help overcome the tendency to want to make emotional decisions involving anyone's money....more51minPlay
April 04, 2021Financial Literacy - April 4, 2021According to the American College of Financial Services, the majority of Americans fail at retirement literacy. Today Jeff and Camille go through several steps needed for an individual's retirement plan that will help ensure things are covered for their post-working years....more51minPlay
March 28, 2021March Madness Retirement - March 27, 2021Yes, it's that time again - the NCAA tournament is in full swing, and like the teams playing in it, your retirement needs a game plan to be sure your money is there when you need it and what you need it for. Jeff and Camille take a look at this, and also when you should get started in putting a plan together....more51minPlay
March 07, 2021Plan Ahead For Taxes - March 6, 2021It's tax season now, but everyone really needs to be thinking about tax planning year round, especially when it comes to retirement. Today Jeff and Camille look at how taxes change when someone retires, and how proper planning can help reduce the amount you need to pay, especially taking into account Social Security and when to take it, as well as money in retirement vehicles like pensions and 401K's....more51minPlay
February 21, 2021Money Challenges In Retirement - February 21, 2021Some of the biggest concerns pre-retirees have about their money include whether it will last their lifetime or not, the possibility of Social Security benefits being reduced, and the rising costs of health care. Today Jeff and Camille take a look at ideas and strategies that could alleviate these concerns so that folks can enjoy a less stressful retirement....more51minPlay
February 07, 2021Risks In Retirement - February 7, 2021Jeff and Camille take a look at retirement risks, focusing on longevity and taxes, two of the biggest fears of retirees who don't want to run out of money. They also look at this weekend's Super Bowl and how NFL players relate to financial planning issues as well as game planning and how important it is - much like a retirement plan is....more51minPlay
January 31, 2021Longevity Risk - January 31, 2021Longevity risk is one of the more complex issues when it comes to retirement planning - because no one knows how long we will live. Today Jeff and Camille address four questions involving longevity risk and steps you can take to be sure you don't outlive your retirement savings, the biggest fear among retirees and pre-retirees today....more51minPlay
January 24, 2021Resolutions and Protected Income - January 23, 2021Jeff and Camille talk New Year's Resolutions for 2021, then turn to the subject of protected income - by which they mean income from consistent and guaranteed sources such as Social Security, annuities or pensions. They also talk about how to turn retirement savings into such instruments to make sure you have the income you need for your typical monthly expenses....more51minPlay
January 23, 2021Protected Income - January 23, 2021Your retirement doesn't require so-called maybe money - it needs dependable, regular income that will be there to handle your monthly expenses. Jeff and Camille address ways for you to handle this, including optimizing Social Security benefits as well as determining how your money can be distributed with paying as least amount of taxes as possible. With 2021 just underway, they also look at resolutions you can make to get your retirement planning off to a good start....more51minPlay
December 27, 2020The Client Experience +Five Things to Avoid - December 27, 2020Jeff and Camille take a look at what it is like to approach a financial advisory office, and how Monolith Financial is different from many other firms. They also look at five things to avoid when planning for retirement and answer questions from people in the public eye....more51minPlay
FAQs about Monolith Money Show:How many episodes does Monolith Money Show have?The podcast currently has 259 episodes available.