Dave and Steve discuss how most people do their best financial planning in the buffet line. How much time do you dedicate to financial planning each year? How much time do you need to spend?

In this episode Dave discusses his pet peeves with the marketing of other financial firms. Also, Dave and Steve discuss how a rising market makes all advisors heroes. What happens when the next market correction occurs?

With the 4th of July holiday in mind, Dave and Steve discuss the meaning of independence. What does financial independence mean for a client? What does it mean when you are choosing an advisor?

In this week’s episode Dave and Steve profile three investors who are worried about the stock market. Has the market being up for too long? Are we due for a correction? Find out how you should think about stocks when faced with the possibility of volatility ahead.

We all know that health care is a huge cost in retirement. Listen to the latest episode to hear Dave and Steve break down the health care and long-term care expenses you should plan for.

In this week’s episode Dave and Steve look “Into the Teeth of the Next Bear Market.” In this article (http://www.cnbc.com/2017/05/09/into-the-teeth-of-the-next-bear.html) the writer discusses 15 things that might happen when the market plunges 20%. Listen to find out where they stand on the author’s predictions.

In this week’s episode Dave and Steve try out an all new format. They answer questions they’ve been asked in recent meetings, seminars and phone calls. With only two minutes allotted per question they attempt to answer eight of their most frequently asked questions in this rapid fire episode. The result is a fast paced, wide ranging discussion of topics!

In this week’s episode Dave and Steve discuss an article titled “Confessions of a Personal Finance Writer.” This article was written in 2003, but outside of a few dated pop culture references, it remains applicable to today’s investing environment.

You probably read the title of this podcast and just assumed that Dave and Steve would be offering up their opinions. But no, they’ve done better than that. They break down recent comments from Charlie Munger and Robert Shiller about investing and the state of the stock market. Don’t know who those guys are? Listen to the podcast and find out!

Investors around the globe are always eager to hear a few sage words from the Oracle at Omaha. In this episode Dave and Steve discuss Warren Buffet’s annual shareholder letter. Also, Dave brings us up to speed on the latest Long Term Care insurance news.