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Your retirement will look much different than your parent's. Find out why. Bill and Daniel will also help you determine your spending personality.
We'll learn some finance from the world of medicine. Also, tell your advisor to give it to you straight. It's time we stop speaking in financial code. Say what you mean.
Remember that old retail saying "the customer is always right?" We'll explain why that might not always be the case. We'll also grade your financial competency and unpack the concept of variable annuities. We'll also unpack the concept of variable annuities.
Don't flirt with disaster in your portfolio. Learn where danger could be lurking. We'll also learn about retirement by playing a game of "Fact Or Fiction."
Learn the dirty little secrets of the financial industry. Then, make sure you never make certain assumptions about retirement.
Learn financial lessons from some of the richest musicians in history. Finally, we'll take a deep dive and examine pensions.
Get philosophical, and ponder important financial questions about yourself with Bill.
Learn the different types of risk that could affect your portfolio. Get a gut reaction from Bill and Daniel on some crucial statistics.
Learn why planning for retirement is harder than it often looks. Make sure you're not eating your words in retirement.
Let's tour the "Market Crash Hall Of Fame", and go over some of the famous crashes in American history. Be sure you are prepared for the next one. Then, we'll discuss some things that are never said about finances.
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