The Worst Financial Product
OK, so there might not be such a thing as a “bad financial product”, but there are certainly inappropriate investments out there for people in certain situations. We’ll explore some examples of those kinds of situations on this episode and you might be surprised just how common it is for people to be invested in products that are ill-suited for their financial goals.
Solid Financial Truths
A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.
Everything You Need To Know About Roth Conversions
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…
All About The Benjamins – Is “Cash” Good Or Bad?
Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.
IRA Limits & Emails
We discuss the limit increases to 401ks and IRA as well as answer questions from listeners here in the Orlando and Bradenton area.
Which Excuses Keep You From Retiring?
Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”
Mailbag Show
On today’s episode, we answer some of our listeners questions that have come in from the month of December.
Top 5 Social Security Misunderstandings
Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security.
Finding Silver Linings In Unfortunate Financial Situations
Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.
The Bucket Plan with Jason Smith, Part 2
We continue our conversation from last time with Jason Smith. Today we look at how the bucket plan would hold up in an event like the 2008 market crash and when you should think about refilling your buckets.