Ep 166: Secure Act 2.0 – What You Need to Know

Today's Puzzle: The SECURE Act, when rolled out in 2020, was some of the most significant retirement legislation in years, but the government is already discussing further changes. Let’s run through the list of proposals and find out how they might impact planning in the future. (Click the featured times below to [...]

By |2021-07-30T13:08:41+00:00July 29th, 2021|Podcasts|0 Comments

Ep 165: Learning Through Uncommon Sense

Today's Puzzle: The statements we’ll run though on the show today are basic common sense that nearly everyone would agree with, but our behave often doesn’t line up. Today look at these straight-forward approaches and explain what keeps us from following them. (Click the featured times below to jump forward in the [...]

By |2021-06-16T18:51:28+00:00June 17th, 2021|Podcasts|0 Comments

Ep 164: Financial Planning in Biden’s America

Today's Puzzle: On today’s show, we’re going to be talking about financial planning in President Biden’s America. We’re past his 100th day in office, so let’s take a look at the impacts in financial planning and the markets. (Click the featured times below to jump forward in the episode) The Solution: How [...]

By |2021-05-20T13:29:04+00:00May 20th, 2021|Podcasts|0 Comments

Ep 163: Flirting with Financial Disaster

Today's Puzzle: Comprehensive planning takes care of every aspect of retirement, but without it there are areas that could quickly become a calamity. Today we’ll identify five key areas where people don’t pay enough attention and end up flirting with disaster. (Click the featured times below to jump forward in the episode) [...]

By |2021-04-07T12:42:04+00:00April 8th, 2021|Podcasts|0 Comments

Ep 161: 5 Important Retirement Statistics Worth Your Time

Today's Puzzle: As we kick of the new year, let’s talk about what statistics tell us about retirement. We found five specific stats that will surprise you and make you realize that financial planning needs to be a priority in 2021. (Click the featured times below to jump forward in the episode) [...]

By |2021-01-13T17:49:43+00:00January 14th, 2021|Podcasts|0 Comments

Ep 160: Economic Outlook Following the Election

Today's Puzzle: Dan Cuprill is back on the show today to help us sort out the economic impact the election will have as we move into a new year. With talk of the Green New Deal, student debt forgiveness, and tax changes, we’ve gotten a lot of questions about what’s next for investors. Today [...]

By |2020-12-03T15:33:34+00:00December 3rd, 2020|Podcasts|0 Comments

Ep 159: Obsolete Retirement Planning Ideas

Today's Puzzle: Much like technology becomes outdated each year, retirement planning strategies begin to lose their effectiveness over time. Today we’ll look at five different planning ideas that have been used quite a bit before but might not have the same impact in today’s economy and market conditions. (Click the featured times [...]

By |2020-09-23T20:14:50+00:00September 24th, 2020|Podcasts|0 Comments

Ep 158: What Financial Challenges Do Women Face More Often?

Today's Puzzle: Like it or not, there are certain financial challenges that women are more prone to face. Why is that? What can you do about it? (Click the featured times below to jump forward in the episode) The Solution: What financial challenges are most prevalent among women? We all face some [...]

By |2020-08-18T19:35:25+00:00August 20th, 2020|Podcasts|0 Comments

Ep 157: Retirement Ready – Are You Clinging to False Hope?

Today's Puzzle: We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of the faulty thinking that ultimately leaves people underprepared for retirement. (Click the featured times [...]

By |2020-07-16T14:27:10+00:00July 16th, 2020|Podcasts|0 Comments
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