Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
July 31, 2020The Dangers Of Outdated HeuristicsTimestamps [2:51] - Managing Expectations For The Remainder Of 2020 [8:31] - Why The Social Security Administration Failing To Explore Maximizing Your Benefit [13:41] - The Dangers Of Outdated Heuristics [21:34] - Asking All The Wrong Questions 29 minPlay
July 24, 2020Challenges In Finding Financial News SanityTimestamps [2:07] - Challenges In Finding Financial News Sanity [7:06] - The Potential Costs Of Too Much Government Spending [10:22] - Income Shortfall: The Stressful Tight Rope Walk Into Retirement [18:07] - Tax Traps [20:12] - New 401(k) Concept Called "Auto Portability" 26 minPlay
July 20, 2020When Too Much Optimism Become DelusionTimestamps [4:33] - When Does Too Much Optimism Become Delusion? [8:59] - Anticipating Unanticipated Taxes [13:27] - Sources Of Lifetime Income: To Guarantee Or Not To Guarantee? [19:16] - Growing Numbers Of Social Security Benefits Will Be Required To Address Healthcare 28 minPlay
July 10, 2020The Stickiness Factor: Does What Your Advisor Say Stick With You?Timestamps [3:07] - Exploring The Tax Landscape With A Roth IRA [7:55] - Target Date Funds Missing The Bullseye [15:00] - The Stickiness Factor: Does What Your Advisor Say Stick With You? [19:07] - There Is No Retirement Without Income [23:05] - Socially Responsible Investing And Limited Options With Your 401(k) [29:50] - Financial Jargon Podcast! 55 minPlay
July 02, 2020Professional Compatibility And The Unquiet MindTimestamps [1:15] - Are The Market And The Economy Inextricably Linked? [8:10] - Trying To Find The High Note Amongst All The Noise [15:53] - Emotional Aspects Going Into And In Retirement: The Importance Of Your Plan [21:58] - Professional Compatibility And The Unquiet Mind [29:10] - Bonus: Financial Jargon Podcast Episode! 55 minPlay
June 26, 2020Perceived Opportunity, Emotions, And Your Investments - Where Is The Market Going?27 minPlay
June 19, 2020Special Father's Day Edition!Timestamps [0:53] - Money Lessons From Dad And Other Fatherly Advice [3:05] - The Unnecessary Path Of Learning Through Cruel Experience [9:37] - Ways Covid-19 Could Affect Social Security [16:44] - Once You Win The Game, You Stop Playing [23:37] - Taxes: Congress Gets Creative, Why Shouldn't You? 28 minPlay
June 12, 2020Reasonable Extrapolations From Economic Data And The Market RallyTimestamps [1:21] - Another Day In Phil Collins' Proverbial Paradise: Economic Data And The Market Rally [5:49] - Are You Sufficiently Equipped To Navigate The Do-It-Yourself-Planning Landscape? [14:52] - Do People Feel More Secure With A Financial Adviser? [21:06] - Numbers, Graphs, And Metrics VS Values, Priorities, And Emotions 29 minPlay
June 05, 2020Tough Times Don't Last, But Tough People DoTimestamps [0:42] - Now Is A Good Time To Review Your Retirement Strategy [3:27] - Tough Times Don't Last, But Tough People Do [8:42] - Understanding The Bear Market Rally [11:37] - Wall Street Optimism Vs Main Street Pessimism [14:38] - Missing The Forrest For The Trees [20:15] - Dialing In The Appropriate Amount Of Risk & Underestimating Your Longevity 27 minPlay