Podcast

The FTX Scandal: The Difference Between Wisdom & Knowledge

As we move at breakneck speed toward the end of the year and into 2023, we want to talk about finishing strong as well as touch on the difference between knowledge and wisdom, the FTX bankruptcy scandal, and how good thinking affects our planning decisions. Here’s some of what you’ll learn in this episode: Have…

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The Elections are Over! Now What?

While we can’t predict the future, we can look at the past and see patterns in the market and make estimations about the foreseeable future. In this episode, we discuss all of the hot topics related to the ways the market has changed over 2022 and address some speculations for 2023. 2022 came with a…

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ABC’s of Medicare

It’s time for our 2nd annual Medicare episode! Navigating Medicare on your own can be confusing, even stressful. Some people have been tricked into switching Medicare plans when they don’t want to! In this episode, we will go over the ABC’s of Medicare. You’ll want to learn how to find the right agents, how your…

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Weather the Storm and Don’t Lose Focus

“This is one nasty storm”. This has been the sentiment heard from so many people living in the path of the hurricane in south central Florida. Hurricane Ian gained monstrous strength as it moved over oceans, cut through Florida and now heads up the east coast. Our thoughts and prayers go out to those still…

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Inflation, Early Retirement, & Proposed Changes to Social Security

In a normal year, just one of these topics would be significant news for us to discuss, but 2022 is filled with headlines that impact retirement planning. On this episode, we’re going to provide an update on inflation and the indicators to be watching, share stats on the early retirement trend, and give you the truth on the latest proposed legislation that impacts Social Security.

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What the Inflation Reduction Act Means for Planning

Washington recently passed the Inflation Reduction Act, which on the surface appears to be aimed at solving the inflation problem. But there’s much more inside the bill, including a few different items that directly impacts financial planning. We’ll break down this new legislation on the podcast and highlight other laws that might be on the way.

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Lessons Learned: 40th Anniversary of the Historic Bull Run

For economic geeks like ourselves and those old enough to remember, this week will be seen as
the anniversary of one of the greatest bull markets in history. It was on August 12, 1982,
that the Dow Jones Industrial Average dropped to its low of 777 (lucky number) —almost
For economic geeks like ourselves and those old enough to remember, this week will be seen as the anniversary of one of the greatest bull markets in history. It was on August 12, 1982, that the Dow Jones Industrial Average dropped to its low of 777 (lucky number) —almost precisely where the Index had closed in January 1964, more than 18 years earlier!

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Summer Heat and Economic Stress

There’s a heat wave spreading across the world right now, along with a lot of economic stress. On today’s episode we’ll explore some expert opinions on our current bear market. Does Don agree or disagree with them?

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The Risk of Losing Financial Independence

Are we losing our financial independence to inflation, a possible recession, and longevity? On today’s episode, we’ll explore the various risks that can complicate your plan and your finances.

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Should We Be Worried? Inflation, Interest Rates and Bonds

With summer comes rising temperatures and this year, rising inflation! On today’s episode we’re going to discuss the importance of education, managing expectations, and understanding when it comes to navigating a volatile market.

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Solutions to Investor Anxiety

Last week we spoke on the cycle of investor anxiety. How can we break this cycle and enjoy a fruitful financial future without the stress?

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The Cycle of Investor Anxiety

How do we overcome the cycle of anxiety we face as investors? On today’s episode, Don breaks down the 5 stages of investor anxiety and how we can overcome these obstacles in today’s world.

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Inflation, Interest Rates, and Investment Volatility – Part 2

It seems like all the talk lately as been inflation, interest rates and investment volatility. Every time you look at the news you see rising inflation numbers, gas prices seem to have actually gone up again and the stock market has been crazy volatile. Add in another interest rate increase by the Federal Reserve and the list of issues gets longer and longer. We didn’t have enough time to dig deep into all of these things so, let’s see if we can make some sense of what’s going on and what we can do about it.

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Inflation, Interest Rates and Bond Prices – Oh My!

Interest rates are going up, inflation is impacting our wallets, and bond prices are down. On today’s episode, we break down these issues and how they could impact you.

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Winners and Losers 2 Years After Covid Market Crash

What does it take to be a winner in today’s stock market? We’ll explore the difference between winners and losers when it comes to investing on today’s episode.

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Proposed IRA Changes and Roth Tax Tips

Last month some new IRA changes were proposed. How could these possible changes impact your financial future and your family’s?

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Facing Geopolitical Risk

Today, we will discuss the geopolitical events of the past and present. Geopolitical risk is nothing new, but will current conflicts significantly impact the economy?

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How Media Hype Can Lead to Bad Retirement Decisions

Today we’re talking about media hype and how it can lead people to make bad financial decisions that could cause problems with or ruin their retirement. Find out if you have fallen for any of this hype.

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Coming Economic Storms and Media Mania

We are wrapping up our series on economic storms this week by focusing on the media. Between constant headlines and breaking news, there can be a lot of news to sift through. So, what should we expect from the media throughout 2022?

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Economic Storms in 2022 – Part 2

What other economic storms can we expect in 2022? We’ll discuss stock market dips, geopolitical tensions, and more today.

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