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 69: Breaking Down SECURE Act 2.0

Behavioral Finance, Retirement Income

Welcome to The Retirement Café! Today we are going to discuss what is in the new Secure Act 2.0 which is part of the massive $1.7 trillion omnibus spending bill passed by congress at the...

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6 Things You Should Know About Health Savings Accounts

Behavioral Finance, Investing

Health Savings Accounts (HSAs) offer a tax-advantaged way to save for qualified medical expenses. Knowing the basics about HSAs can help you decide if one is right for you....

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Financial Planning: Why It’s Important Before You Invest

Investing

Financial planning is an important aspect of your financial health. It's the process of creating a roadmap for your future finances and it can help you reach your long-term goals in a way that's both...

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Ep 68: What The Market Taught Us In 2022

Investing

Theodore Roosevelt once said, “The more you know about the past, the better prepared you are for the future.” Every year the market has a way of reminding us of lessons taught in previous years....

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Financial Investment Science: The Key To A Great Retirement

Retirement Income

There is an abundance of noise that surrounds investing; whether it is the noise of pundits who make empty promises about where the market will go or what the next hot sector will be—all this...

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Understanding Market Downturns

Asset Protection, Behavioral Finance

Nearly everywhere you turn, from friends and colleagues to cable news shows, you can find someone with a strong opinion about the financial markets. People will often use specific terms such as bear market to...

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Why You Shouldn’t Abandon Bonds

Behavioral Finance, Investing

While swift bond price declines can be upsetting, it’s important to remain focused on the long-term benefits of higher interest rates. Bond total returns have two main components: price return and return from income....

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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

Ep 69: Breaking Down SECURE Act 2.0

Listen Now

6 Things You Should Know About Health Savings Accounts

View Resource

Financial Planning: Why It’s Important Before You Invest

View Resource

Ep 68: What The Market Taught Us In 2022

Listen Now

Financial Investment Science: The Key To A Great Retirement

View Resource

Understanding Market Downturns

View Resource

Why You Shouldn’t Abandon Bonds

View Resource

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