Pension Deal or No Deal:  No, there will not be 26 lovely ladies holding numbered briefcases with different amounts.  You'll most likely be sitting across the table from a 40-something year old balding advisor as you make this decision.  Don't mess up the math.  Listen carefully to ensure your bias or emotions don’t get the best of you as you make the big pension decision...and thank your lucky stars we're not in a black dress.

This is a discussion with two early-twenty year old working students (Ansley & Laura) about all the basic money decisions that happen in the beginning of adulthood.  How do you juggle student loans, credit card debt, retirement savings, emergency funds, and paying the bills.  "Finances for Dummies" is Ansley's description of this beginner's mental framework for financial decision making.

“Just buy the stocks that are going up.”  How do you pick the best stocks?  What does “best stocks” mean?  Best at what?  Minimum Volatility or highest growth?  In this Episode Nate Rhees defines what this means to his firm, Alta Capital, which is a Quality Growth stock manager.  How do you take the entire stock market with thousands of stocks and narrow it to 30? 

Usually you hear people talk about all the different types of stocks and then bonds get lumped in one big category of "interest paying investments". Today’s episode is an interview with Monica Sonnier.  Monica has built a tenured career in bond analysis and trading.  Bonds can be simply described as a loan to an institution of some type.  Listen to the end when we talk about an inverted yield curve and how some believe this is a precursor to a recession.

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Today’s podcast is an interview with Kurt Brown, the founder of Townsquare Capital.  Through an extensive portfolio audit, Townsquare exposes the 5 cardinal sins of portfolio management.  Join us today to learn common mistakes of both professional and non-professional investors. 

Are you about to sell your business? And donate to charity? Learn how you can give more and earn more, by following a few simple steps. This episode will teach you about the benefits of using a Complex Asset Donation Fund, in a very non-complex way!

If you donate to charity, this episode is for you. Learn how to utilize tax benefits to the fullest, in addition to earning the satisfaction of giving. The most common mistake in donating, is assuming that you will automatically get the best tax benefit for your donations. With only a little extra care, you can avoid this misstep. This episode will teach you how.

After interviewing Matt Gibson about the 5 Retirement Income Risks, we discovered that there are too many Medicare blunders and nuances out there that people need to be aware of. This podcast highlights these common mistakes, and also delves into supplemental Medicare options, Plans F & G. If Medicare makes you nervous, listen up, we know we can help you rest as ease. 

What is your goal for your health in retirement?  R. John Lassere, MD practices Geriatric Medicine to help his patients live their best life.  It isn't always about curing the patient, but helping them live a safe, happy, and honest life.  Most retirees anticipate spending less due to doing less as they get older, however they also face inflation.  So how will both variables impact your spending? More importantly, what decisions should you be considering now while you have the health?  All this and more with Dr. Lassere.