Welcome To “Solving The Financial Puzzle” Podcast
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.
Read more and get additional financial resources here: https://www.moneyandclarity.com/2021/04/ep-163-flirting-with-financial-disaster/
What we discuss on this episode:
2:24 – Out of date legal documents
7:21 – Incorrect beneficiaries
10:15 – Ticking tax time bomb
14:43 – Long-term care expenses
19:12 – The 60/40 portfolio
Financial and retirement guidance from Nikki Earley, Certified Financial Planner at Money & Clarity. Get great financial guidance and information monthly on this show to help you prepare for a prosperous retirement and financial future.
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Episode Show Notes
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 [...]
Ep 162: Tax Tips for 2021
Today's Puzzle: If you’re getting prepared to file your 2020 taxes and looking ahead to the changes that might be coming this year and beyond, we’ll run through some of the key items from a very unique and challenging last [...]
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 [...]
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 [...]
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Today's Puzzle: Much like technology becomes outdated each year, retirement planning strategies begin to lose their effectiveness over time.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 [...]
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) [...]
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 [...]
Ep 156: Choosing Between A Traditional Or Roth IRA
Today's Puzzle: Maybe you know you need to contribute somewhere or you’ve always contributed to a traditional IRA but have been wondering about the Roth. Nikki explains the similarities and differences between the two and explains the long-term benefits. [...]
Ep 155: Are You Paying Enough Attention to Your Largest Assets?
Today's Puzzle: As investors, we’re always looking out ahead towards our goals in retirement so we’re constantly striving to move forward. But doing that can lead to us forgetting about the importance of managing what we already have. Let’s look [...]
Ep 154: Is The Market Response To Coronavirus Normal?
Today's Puzzle: Over the past month, we’ve seen financial markets react to potential economic fallout from the coronavirus pandemic and it’s happened at an unprecedented pace. But how surprised should we be by this significant reaction? Dan Cuprill joins the [...]
Ep 153: Coronavirus and Solid Financial Truths
Today's Puzzle: No one could predict how much of an impact the coronavirus would have on the market, but it’s been a rough month for everyone. Nikki will share her thoughts on this unprecedented time and talk about the conversations [...]
Ep 152: Meet the New Host Nikki Earley
Today's Puzzle: After a short break, the podcast is back with some news! Dan Cuprill has handed the baton to Nikki Earley and she’s taking over the show moving forward. Today we’ll introduce you to the Certified Financial Planner and [...]
Ep #151: Meet the Parkers: A Case Study for Whether or Not You Need an Advisor
Today's Puzzle: We get the question quite a lot about whether someone needs a financial advisor so Dan Cuprill shares a real-life example of a couple he worked with to provide a case study for how the process plays out. [...]
Ep #150: I’m Dead, Now What? Preparing Yourself for Estate Planning
Today's Puzzle: No one wants to think about death but thinking about how your assets will be handled when you’re gone is a necessary part of life. Effective estate planning can leave you in control of your hard-earned money and [...]
Ep #149: Social Insecurity: What You Need to Consider When Filing for Social Security
"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edition of the podcast. Join us as we seek to educate you about the financial world and answer five of the most popular financial questions we receive on a regular basis. Don't worry, these are actually pretty complex questions.
Ep #148: Stupid Questions?
"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edition of the podcast. Join us as we seek to educate you about the financial world and answer five of the most popular financial questions we receive on a regular basis. Don't worry, these are actually pretty complex questions.
Ep #147: The Bern Is Back
The Bern is back, and it seems the self-avowed Socialist movement is on the rise. Join us as we unpack why managed economies simply won't ever work.
Ep #146: Dealing With Death
Nobody likes to think about dying, but death is an inevitable reality. Discover what you need to do to make sure you loved ones are cared for when you die.
Ep #145: The Right Reasons To Hire A Financial Advisor
You probably have several reasons for choosing one advisor over another, but are they the right reasons? Discover why you should hire a particular advisor.
Ep # 144: Dealing With Disappointment
Don't let disappointment get in the way of your investing strategy. Dan shares with us how to stay the course amidst economic and political upheaval.