Ep 51: Interest Rates, Inflation, and Your Investment Strategy

Posted on: May 19, 2022
Episode Duration: 34:49
Financial Planning, Investing

Welcome to the Retirement Café. There is a lot going on in the world right now. The Federal Reserve just raised rates for the first time since 2018. Inflation is at the highest level in years and the conflict between the Ukraine and Russia have created uncertainty. Today we are going to talk a little bit about each of these areas and what these influences mean to you and your investments.

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EP 50: Protecting What’s Yours After You Pass

Posted on: May 5, 2022
Episode Duration: 33:48
Financial Planning

Welcome to the Retirement Café. Today we are going to talk about the three hurdles you need to clear in order to ensure that your wishes are carried out when you are no longer here.

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Ep 49: Protecting What’s Yours While You’re Alive

Posted on: April 21, 2022
Episode Duration: 23:59
Financial Planning, Retirement

Today on the Retirement Café, we are going to talk about why having your goals and wishes in your estate plan is so crucial. This will not only give you peace of mind, but your loved ones as well. This ensures that everything goes smoothly in a time of high stress and emotion. Dan and Brent will talk about the things you should get in place while you are still in good health and the difference this can make.

Ep 48: Are Investors Their Own Worst Enemy?

Posted on: April 7, 2022
Episode Duration: 42:16
Behavioral Finance, Retirement

Today on the Retirement Café, we are going to discuss how we get in our own way when it comes to money. As humans, we feel a wide variety of emotions and can act irrationally because of them. When putting together a long term retirement plan, these emotions often cause problems and can be a detriment if not kept in check. Dan and Brent will discuss some of the ways we can combat these emotions on today’s show.

Ep 47: The Power of Planning in Reverse Order

Posted on: March 17, 2022
Episode Duration: 28:41
Financial Planning

Today on the Retirement Café, we are going to talk about the power of planning in reverse order. That may sound a little odd to some, but I think by the end of our episode today Dan and Brent will help you to see the power of this concept.

Ep 46: 2022 Tax Issues for Retirees

Posted on: March 3, 2022
Episode Duration: 31:14
Tax Planning

Today on the Retirement Café, we are going to get into everyone’s favorite topic: Taxes! More specifically, we are going to talk about as a retiree, what issues you should consider when reviewing your 2021 return.

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Ep 45: What the Market Taught Us In 2021 – Part 2

Posted on: February 17, 2022
Episode Duration: 31:32
Financial Planning

Welcome back as today we are going to finish our two part series on What the Market Taught us in 2021. Last time we talked about who put together this list of lessons can you give us a recap on how this came about.

Link To Article: https://bit.ly/3rdkV6D

Ep 44: What the Market Taught Us In 2021 – Part 1

Posted on: February 3, 2022
Episode Duration: 35:21
Financial Planning, 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. Today we are going to begin a two-part series on What the Market Taught us in 2021.

Link To Article: https://bit.ly/3AMXunQ

Ep 43: Managing the Fear of Retirement

Posted on: January 20, 2022
Episode Duration: 23:16
Retirement

Today on The Retirement Café, we discuss common fears that pop up as you approach retirement and some steps you can take to alleviate these fears.

Ep 42: Creating Your Charitable Giving Strategy

Posted on: January 6, 2022
Episode Duration: 28:35
Financial Planning, Other

Today on The Retirement Café, we are going to discuss creating a charitable giving strategy. As we start a new year, this seems like a great topic to tackle.