Welcome To “Solving The Financial Puzzle” Podcast
Many Americans were able to build up their savings accounts during COVID and now have extra cash at their disposal. With inflation on the rise, sitting on cash isn’t the best long-term strategy so what should you do with this extra money? Dan Cuprill will share nine different ways to use your cash and explain the pros and cons for each.
Key points on this episode:
2:26 – Spend it
3:24 – Put it in the bank
5:02 – Buy annuities
6:03 – Address an exposure you have in your plan
8:13 – Invest in an iBond
8:59 – Take advantage of discounted stocks/bonds
9:44 – Pay off debt
10:21 – Give it away
10:58 – Ask yourself this question
For more financial resources, visit us online: http://moneyandclarity.com
Join Certified Financial Planners Nikki Earley and Dan Cuprill each month on the Retirement Rescue Podcast. They’ll discuss some of the most essential issues facing retirees, break down important financial planning ideas, and provide their reactions and insights on various retirement planning articles and commentary from across the financial world. It’s all to help you get a little smarter when it comes to spending your time, money and energy on preparing for retirement.
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Episode Show Notes
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.
Ep #143: Your Portfolio Stinks
Face it. Your portfolio stinks. It's probably not invested as well as you think, but don't worry, we've got a solution for you.
Ep #142: Budgets For People Who Hate Budgets
Budgets are tricky. If you struggle with managing your own, we've got a process to help you save and become aware of your spending habits.
Ep #141: In Defense Of Debt
Debt can be your worst nightmare. However, with the proper knowledge, consideration, and caution, it can also be a valuable tool. Dan explains.
Ep #140: Getting Old Stinks
Getting old can be tough. As you enter retirement, there are all sorts of difficulties you may face. Dan will help you plan a worry-free retirement.
Ep #139: Boring Is Beautiful
Boring is beautiful. On this edition of the podcast, we'll explain why a boring portfolio brings stability in retirement.
Ep #138: Get The Heck Out Of My House
If your kids are living in your house, this one's for you. Learn why allowing your kids to live at home after college does way more harm than good.
Ep #137: Dude, Where’s My Car?
Car buying is an art. Become a savvy shopper, and make wise decisions on your next trip to the dealership. Learn about buying versus leasing.
Ep #136: How To Leave Your Home
We've all pondered the idea of what will become of our home when the time comes. On today's podcast, we'll examine how to leave your home as an inheritance.
Ep #135: The Benefits Of Brain Damage
There's a specific type of brain damage that eliminates your ability to feel fear. Surprisingly, this can affect your investing behavior. Dan explains.
Ep #134: The Index
Warren Buffett is a big fan of index funds and in this episode, Dan explains why exactly that is. He defines what index funds are, the different types of them and how they compare to actively managed or selective funds. [...]
Ep #133: Bond
No, Dan isn’t talking about James Bond this week – he’s talking all about financial bonds. He explains everything from the types of bonds there are to why bonds are providing a negative return rate this year (and why that’s [...]