Ep 76: The Savings Hierarchy: Are You Putting Money In The Right Place

Financial Planning

Have you ever wondered if you are putting money in the right place? Today, we are going to discuss the hierarchy of savings vehicles to give you a roadmap for where to put your next...

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Ep 75: The Power of a Statement of Financial Purpose

Financial Planning

Welcome to the Retirement Café! Today we are going to talk about the power of having a statement of financial purpose and how it can help you improve your financial decision-making and well-being....

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Ep 74: Why Families Shy Away From Financial Planning

Financial Planning

Welcome to the Retirement Café! Today we are going to talk about some of the reasons or excuses that families have for not participating in the Financial Planning process and what you can do to...

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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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Ep 77: Understanding Social Security If You’re Divorced or Widowed

Listen Now

Ep 76: The Savings Hierarchy: Are You Putting Money In The Right Place

Listen Now

Ep 75: The Power of a Statement of Financial Purpose

Listen Now

Ep 74: Why Families Shy Away From Financial Planning

Listen Now

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

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