The Five Love Languages of Financial Planning

The Five Love Languages of Financial Planning The five love languages were made popular by author Gary Chapman. If you’re not familiar with them, they include acts of service, quality time, words of affirmation, gifts, and physical touch. Let’s think about how you may encounter the love languages when it comes to financial planning. This […]

What Do Proposed Tariffs Mean For Your Portfolio?

What Do Proposed Tariffs Mean For Your Portfolio? The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? Today, we’ll explain a bit of the backstory of […]

5 Financial Mistakes to Avoid in Your 60s

5 Financial Mistakes to Avoid in Your 60s Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In this episode, we’ll explore 5 common financial mistakes to avoid during this crucial decade, along with 4 budget-friendly retirement activities to inspire your golden years. As usual, we […]

New Year, New Me: How To Change Your Money Attitude In 2025

New Year, New Me: How To Change Your Money Attitude In 2025 As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, […]

Most Americans Are Forced to Retire Early – Are You Ready?

Most Americans Are Forced to Retire Early – Are You Ready? Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting […]

Don’t Gamble With Your Nest Egg (The Special Election Edition)

Don’t Gamble With Your Nest Egg (The Special Election Edition) Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle […]

Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom

Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, or Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most […]

The Magic 8 Ball’s Guide to Retirement Planning

The Magic 8 Ball’s Guide to Retirement Planning Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we’re bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, […]

Tailoring Your Financial Jersey for a Perfect Retirement Fit

Tailoring Your Financial Jersey for a Perfect Retirement Fit Imagine your retirement plan as a sports jersey, customized just for you. Today, we’re exploring how every detail, from numbers to names, can define your financial future. As usual, we’ve got some fun getting-to-know-you questions to kick off the episode and inspiring quotes of the week […]

The 5 Lies You Might Be Telling Yourself About Money

The 5 Lies You Might Be Telling Yourself About Money Are you telling yourself financial lies? In today’s episode, we’re going to share the top 5 lies people often tell themselves about money and retirement. Some of these could be severely holding you back, so be sure to stay tuned! This week’s getting-to-know-you segment includes […]