Ep 54: How We Handle Unreasonable Requests
Quick Preview In the retirement planning business, we occasionally get some unreasonable requests. We’ll do our best to accommodate everyone’s needs, but sometimes they just
Author: walter@thirdwheelmedia.com
Ep 53: Lessons We Can Learn From Warren Buffett
What can we learn from billionaire Warren Buffet when it comes to our finances? He shares some key lessons and advice to keep our money on track for long-term financial success.
Ep 52: The Most Important Birthdays for Retirement Planning
You might not pay as close attention to your birthdays as you get older, but there are some ages that you need to be paying attention to. On this episode, we’re sharing the most important birthdays in retirement planning. We’ll take you through some of the key ages, why they are important and what you should be thinking about as you approach retirement.
Ep 51: Investment Terms You Should Know
There’s enough financial jargon being used that even experienced investors get tripped up now and again. Today we’re going to talk about the investment terms you should know, what they mean and why they’re important to you and your financial future.
Ep 50: Why Values-Based Financial Planning is Essential
Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Today’s show is all about why values-based planning is so important.
Ep 49: Forget Emotions, Stay Invested
Volatility isn’t fun. When the stock market is down, it really takes a toll on our emotions. Emotions lead people to do things that could ruin long-term investing results. Today, we’re sharing why you should stay invested.
Ep 48: Murky Issues That Make Retirement Planning Harder
Low-interest rates, the cost of products going up, underfunded Social Security, and market volatility can really create some murky waters and make financial planning pretty difficult. We’ll share how to get clarity on your finances on today’s show.
Ep 47: Listener Questions: Roth Conversions, IRAs and More
Should you manage your own investments or work with an advisor? When should you do Roth conversions? Does having multiple IRAs make you diversified? These are all great questions we’ve received from listeners, and we’ll answer them on today’s show.
Ep 46: Corrections, Recessions and Bear Markets, Oh My!
Between the war in Ukraine, gas prices, and inflation going up, the news has been pretty bleak lately. More people are talking about corrections, bear markets, and recessions. Today we’ll talk about those topics and what they mean to you and your money.
Ep 45: How Much is Your Money Bias Costing You?
On this episode, we’ll breakdown a CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it back under control.