The Retirement Huddle

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 planning…

If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet, but they might actually be hid…

People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Today we’re looking at some common characteristics of highly intelligent peo…

Most people spend more time planning vacations than planning retirement. It sounds ridiculous, but it’s absolutely true.

Today, we’re going to trick you into planning for retirement by pretending to …

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…

Disney World is a fun place, but it can also teach us a lot about financial planning. For instance, you might enjoy riding Space Mountain in the dark, but when it comes to you retirement plan, you do…

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

For example, saving money on taxes is wonderful. You don’t want to …

Not everyone inherits money, but for those who do, there are some things you need to know. Today we’re answering some common questions we get about this topic.

From tax implications to common mistake…

Do you remember the movie, The Karate Kid? Mr. Miyagi was the legendary Karate Kid mentor and famously said, “Wax on. Wax off.”

He helped the karate kid, but his advice can also help you with your fi…

We’re opening up the mailbag today to answer your questions. We got a lot of good feedback and had some interesting questions come in.

On today’s show, we’ll share whether you should have a budget wh…

Many of us get mental blocks from time to time. But did you know these blocks can also impact your financial planning?

We’ll explain what IKEA and bikes have to do with optimism and pessimism and why…

What can we learn about financial planning from these song lyrics about money?

Whether it’s “bills, bills, bills” or “take the money and run,” we’ve got some song lyrics that hit home when it comes t…

Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about short-term loans, whether you should be a conservative investor and what’s a good wi…

There are a lot of principles from the personal training and fitness world that we can apply to retirement planning. Let’s explore some similarities and learn how to increase our level of financial f…

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…

The 401(k) and other employer-sponsored retirement plans can be a great tool to save for retirement but they aren’t perfect. Identifying the weaknesses within these accounts will help you better inve…

Conventional wisdom isn’t always so wise. Today we’re discussing a few examples where financial conventional wisdom might lead you astray.

What we discuss in this episode: 

1:02 – Real estate

3:22 …

It’s often said that the average person spends more time planning vacations than planning retirement. Today we’re going to plan for retirement by pretending like we’re planning a vacation.

What we …

We’re all guilty of telling ourselves money lies from time to time. The lies we tell can change the way we think and act when it comes to finances. Are you guilty of any of these specific money lies?

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. …