How Money Works

Yogi Berra was a sports icon and one of the most quotable people to ever live. And when we look at some of his quotes through the right prism, they can teach us some lessons about financial plannin…

During the height of the pandemic, the stock market did really well. Now that the pandemic has slowed down, the stock market is struggling. That doesn’t make sense and confuses a lot of people. 

When it comes to financial planning, it’s OK to admit that you don’t know the answer to something. The real danger is thinking you know the answer to something when you actually have it all wrong.

To…

Today we’re sharing some financial truths that we can state with confidence. For example, did you know that the market moves in cycles? Or how about the fact that you probably aren’t as risk tolerant…

Different people have different levels of desire when it comes to finding their retirement date. Today we’re exploring these different levels of desire.

Which of these statements below sounds most li…

Today’s show combines two fun topics – finances and football. Believe it or not, planning for your financial future has some similarities to the sport of football.

In retirement planning, some people…

Many things in the financial world are critical to your future financial success. But not everything is all it’s cracked up to be.

On this episode, we’ll share:

• Why tax advantages are overrated and …

How much do you know about Social Security? You might think you know a lot about this topic, but there are a lot of myths out there to be aware of.

On today’s show, we’re sharing three big Social Sec…

Today we’re chatting about the characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skill…

At times like these when the market is volatile, and trending down, it’s inevitable that we get a lot of questions about it. As we tell people, the weather’s changing, the leaves are starting to get …

Sometimes you just need to go through your financial life and take out the trash. Today we’re talking about the things that might need to be thrown out.

From debt to hidden fees, we’ll explain how so…

We're taking your questions by email this week to see what’s on your mind and how we can help with your finances.

What we discuss on this episode: 

• Seth has always given a few hundred dollars to c…

There’s a lot of confusion out there about annuities, probably because there are different types that do different things. We’ll explain how they work and how they might be used in your financial pla…

So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything wi…

If you’re about a decade away from retirement, there are some important steps you need to take now to get ready. We’ll share some top tips for being prepared for stepping away from work.

What we di…

As advisors, we are constantly immersed in retirement planning. But for the average person, retirement planning can be a lot harder than it looks. Today, we’ll break down whether Social Security, ris…

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll address a few of these issues and help you become better prepared when it …

Are you someone who doesn’t mind riding the rollercoaster of investment ups and downs? If so, you are more of a risk-taker. But not everyone is. Today we’re talking about risk tolerance and how to fi…

We made a list of some financial proverbs that we thought might be able to help you in your financial situation. Find out what you can glean from these wise words.

What we discuss on this episode: 

People love do-it-yourself projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design and how to do those things without professional help. …