Episodes

As you approach retirement there are some major things, you’ll want to cross off your to-do list. Not only do you need to think about your financial future, but your physical health as well. We work so hard to save for retirement we want you to be...

How many of your financial habits may be a bit unhealthy? We all know some of the basics of health - losing weight, eating healthier, and exercising. But how can we spot some similar unhealthy habits in the financial world? Empty calories in the...

When it comes to the financial industry, there can be a lot of different terms and definitions that may confuse you. On today’s episode, we’re going to explore some of these definitions and explain their relevance to you when planning for...

We are opening up the mailbag today to answer some of your questions. Mary has $1.4 million saved, how much can she spend yearly without running out? The rule of thumb says 4% a year, but a more detailed analysis of your plan can give you a more exact...

There are some things in life you can guess at. However, when it comes to retirement planning there are some things you really shouldn’t guess at. Most of us not working with an advisor may rely on guessing as a planning strategy. But what could go...

Today we are exploring what financial experts are claiming to be the most important part of retirement planning and whether Shari agrees or disagrees. A lot of people view retirement as a destination, but have you thought about what you’ll do with...

Do you have any money biases and what could they be costing you? A recent Morning Star study revealed that most of us hold at least some financial biases. Everyone has different views on money but it’s important to reflect on those views. Do you go...

There are a lot of terms and terminology surrounding the financial industry that can be confusing. So, on today’s episode, we are going to break down some of these terms and what they mean to you and your financial plan. Depending on where you are...

We are all going to get to retirement eventually, but our journeys may look very different getting there. There are a lot of risks women face when it comes to saving for retirement. In a male-dominated field like the financial industry, it can feel...

We are continuing our 22 money resolutions for 2022 today. Have you checked your credit lately? It’s a quick and easy process. Now might be the best time to audit your subscriptions by printing out your credit card report. Are you thinking about...

As we approach the end of the year it’s a great time to think about resolutions. Over the next two shows, we will be going over 22 money resolutions for 2022. Let’s have a great financial year! On today’s episode, we will discuss reducing debt,...

If you feel like you are behind on your retirement savings you may be in better standing than you realize. As you reach 50, you'll want to really start thinking about retirement and whether you need to be saving more as you reach retirement age. On...

We are opening up the mailbag today and answering some listener questions! Are you thinking of retiring early? Make sure you have a plan. You won't be able to access your 401(k) or IRA until you are 59 1/2 and Medicare eligibility isn't until 65. As...

Imagining a pyramid is a good way to think about your retirement plan structure. Your plan will be stable and thorough. You will need your base, a secured reliable income. These are guaranteed streams of income like Social Security or a pension. The...

There are benefits to different types of retirement accounts and when you will pay taxes on those accounts. Whether you should invest in tax-deferred accounts will depend a lot on your income level and personal circumstances. On today’s episode, we...

A successful retirement plan for couples starts with communication and collaboration. Couples often avoid discussions about their finances and retirement plans, but this can lead to future financial issues. It is important to have conversations about...

Our financial plans can have many gaps. Sometimes financial gaps can be uncomfortable to speak about like having to plan for long term care. Or perhaps you are thinking of retiring early but you may not be eligible to receive Social Security or...

So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need. Website:  Phone: 703-255-2808 Email:

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world. Website:  Phone: 703-255-2808 Email:

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the...

On today's show, we take some mailbag questions that have been sent in from our listeners. We will discuss longevity and how it relates to social security arguing about money, and much more. Website:  Phone: 703-255-2808 Email:

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon. Website:  Phone:...

Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the different personalities. Website:  Phone: 703-255-2808 Email:

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA, or a Roth. Let’s discuss how to determine which one is best for you. Website:  Phone: 703-255-2808 Email: