Ep 81: Reducing Investment Risk, Account Split in Divorce, 10-Year Younger Spouse – Mailbag Episode
Subscribe With Your Favorite App Show Notes Today’s episode will be all about your questions as we dive into our mailbag to cover three different
Tag: investing
Ep 66: Is Your Investment Risk Helping or Hurting Your Retirement Plan
When the stock market drops, that can be a pretty scary feeling for some. That emotion is tied into risk and it’s important that you understand how much investment risk you’re taking on. Let’s talk about ways you can determine your risk level, strategies to help reduce risk without reducing opportunity, and what it could all mean for your retirement savings.
Ep 65: Should I Put Money in a High Interest Series I Savings Bond?
Are savings bonds making a comeback? This conservative investment option has found new life this year thanks to an interest rate that’s approaching 10%. Should you be moving money into these government-issued iBonds as soon as possible? We’ll give you all the details on these bonds and make sure you’re aware of all of the fine print.
Ep 64: Transitioning Into Retirement… A Retiree’s Words of Wisdom
What does the transition into retirement look like? On today’s episode, Jim Manning will share his retirement story and the lessons he’s learned along the way.
Ep 63: 10 Market Reminders – Don’t Let Emotions Ruin Your Retirement Plan
There’s no better time than the present to remind ourselves of some good investing fundamentals and themes that we see in the market. Right now, your emotions might be high due to the market being down, but we’ll explain how to handle the rollercoaster ride.
Ep 55: How Should I Prepare for a Possible Recession?
Are we headed into a recession? That’s the question that’s on a lot of minds. On today’s show we’re going to make sure a recession doesn’t ruin your finances or retirement plans. We’ll also welcome retiree and investor Jim Manning to the show so he can ask questions, which are probably the same questions you have.
Ep 31: 5 401(k) Tips for the End of the Year
As the year winds down, we help our clients with a checklist of items to get them prepared for the new year. One very important area to take a close look at is your 401(k) contributions. What can you do to improve your retirement account next year? Today we’ll share five tips to help you get the most out of your 401(k).
Ep 29: Mailbag – How Much Risk is OK, Which Roth is Better, and More
We are opening up the mailbag today. George wants to know how much risk he should take with his investments and Robert wonders which Roth – 401k or IRA – is better? We’ll also discuss the best way to help your parents with their investments and whether it’s smart to take Social Security early.
Ep 28: Quit Cutting Corners Financially
Cutting corners – we all occasionally do it in life. Whether we do this with our finances, exercising, etc., we’re all guilty of this sometimes. When you do this financially, it can really hurt you in the long term.
Ep 26: Pros and Cons of Inflation and Investing
Inflation has been in the news a lot lately, but what is inflation exactly and how might it affect your financial future? We’ll explain the ins and outs and pros and cons of this much talked about topic.