Teaching Your Kids About Money
What is one of the best gifts you can give your children? No, it is not the latest toy or electronic gadget, it’s teaching them sound personal finance skills. As a father of four kids, this is a gift I…
Episode 39 – 7 Insider Tips for Picking Your Best College
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. It doesn’t get much more stressful than preparing your child for college. From the testing and forms to the outrageous tuition prices,…
Episode 38 – Things You KNOW But Don’t DO
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. You know those things you tell yourself you should do – eat healthy, work out every day, sleep eight hours – but…
Lucky List of 13 Summer Reads, Ep #37
There’s always more to learn when it comes to the world of finance. A great way to squeeze in some extra know-how this summer is through reading. So on this episode, we have a list of 13 great titles that…
Money Can Buy Happiness, Ep# 36
When was the last time you asked yourself: what purchases have I made in the last month that really made me happy? It might sound like a silly question, but as we’ll reveal in this episode, the answer is key to making…
Episode 35 – How Should I Withdraw My Pension?
How you take your retirement pension can be a more consequential decision than many people realize. The debate over whether to take your pension as a lump sum or as monthly payments can be tricky. Even though pensions are becoming…
Don’t Let These 10 Mistakes Ruin Your Retirement
As a financial planner I see many retirees make smart financial decisions and others make unfortunate, avoidable mistakes. Below is my list of the top 10 retirement mistakes to avoid. 1. No Retirement Plan Does a pilot fly solo or…
Episode 33 – 5 Things to Know Before Investing in Real Estate
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Real estate investing can be tempting for many reasons, but we often see an uptick in interest around the summer months. Families…
Teaching Your Kids About Money, Ep #32
Everyone has a unique road to financial literacy. One common trait we all share is that we hope to pass our wisdom on to the next generation, and that they will learn valuable lessons while they are young. In today’s…
Top 10 Retirement Mistakes to Avoid, Ep #31
Saving for retirement often feels like the biggest and most-talked about goal of financial planning. And while there’s a lot that goes into successful retirement planning – healthcare costs, keeping track of spending, and tax planning – there are some…
