Ep 73: 5 Tax Gotchas In Retirement

Financial Planning, Tax Planning

Today we are going to talk about the 5 Tax Gotchas in Retirement. If you are close to retirement and have been a good saver, your retirement accounts can create tax issues. Not only for...

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Seven Retirement Expenses You Can’t Afford To Ignore

Financial Planning, Retirement Income

Retirement is supposed to be the best time of your life. You get to spend more time with family and friends, you have more free time to pursue hobbies, and there are no longer any...

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Understanding Behavioral Finance

Behavioral Finance

Behavioral Economics is a new field of study based on the idea that economic activity is driven by human psychology. Therefore, if you want to really understand how people behave when it comes to their...

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Should You Chase Dividend Stocks to Combat Inflation and Rate Hikes?

Financial Planning, Behavioral Finance, Investing

Inflation in the US has surged to the highest level in nearly 40 years, reaching 7.9% in February 2022. This, coupled with the US Federal Reserve’s decision to raise interest rates, has alarmed many investors....

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What Do You Do With Your 401k When You Leave the Company?

Financial Planning, Investing

According to the Bureau of Labor Statistics, the number of years that wage and salary workers stay with their current employer is 4.1 years. This data is from 2020. If you do the math that...

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Is An Economist An Expert?

Other

Is an economist an expert? I don’t know but we will let you decide....

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Five Strategies To Thrive In A Bear Market

Behavioral Finance, Investing

Rising inflation rates and volatile stock markets are causing many investors to worry about the future of their investments. At the end of October 2022, the S&P 500 was down close to 20% net of...

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Ep 72: Bank Failures and My Money

Other

Warren Buffett once said, "Banking is a very good business if you don't do anything dumb." Well, it makes you wonder about the leadership in some of the banks that have failed this year. Today...

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Ep 71: The Pitfalls of Predictions

Behavioral Finance, Investing, Other

Welcome to the Retirement Café! Today we are going to talk about predicting the future and why listening to predictions can be such an issue for so many families....

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Ep 70: Simplify for Financial Success

Behavioral Finance

Albert Einstein once said, “Everything should be made as simple as possible, but not simpler.” Today we are going to talk about why the overabundance of financial information and technology tools may be preventing families...

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Ep 73: 5 Tax Gotchas In Retirement

Listen Now

Seven Retirement Expenses You Can’t Afford To Ignore

View Resource

Understanding Behavioral Finance

View Resource

Should You Chase Dividend Stocks to Combat Inflation and Rate Hikes?

View Resource

What Do You Do With Your 401k When You Leave the Company?

View Resource

Is An Economist An Expert?

View Resource

Five Strategies To Thrive In A Bear Market

View Resource

Ep 72: Bank Failures and My Money

Listen Now

Ep 71: The Pitfalls of Predictions

Listen Now

Ep 70: Simplify for Financial Success

Listen Now

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