Ep 71: The Pitfalls of Predictions

Posted on: March 23, 2023
Episode Duration: 25:32
Financial Planning

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.

Ep 70: Simplify for Financial Success

Posted on: March 6, 2023
Episode Duration: 29:51
Financial Planning

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 from achieving financial independence versus helping them.

Ep 69: Breaking Down SECURE Act 2.0

Posted on: February 16, 2023
Episode Duration: 31:13
Financial Planning, Retirement

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 end of 2022. Understanding the changes for those working and those retired is important so you can make good financial decisions in 2023 and beyond.

Ep 68: What The Market Taught Us In 2022

Posted on: February 2, 2023
Episode Duration: 35:18
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 talk about what the market taught us in 2022.

Ep 67: How to Evaluate and Improve Your Savings Rate

Posted on: January 19, 2023
Episode Duration: 35:54
Financial Planning, Investing

Today we are going to discuss one of the most important areas of financial planning: Your savings rate. Understanding how to evaluate and improve your savings rate is a key to becoming financially independent and reducing overall stress around money.

Ep 66: Five Strategies to Thrive in a Bear Market

Posted on: January 5, 2023
Episode Duration: 30:58
Financial Planning, Investing

Rising inflation rates and volatile stock markets are causing many investors to worry about the future of their investments. Today, we are going to talk about bear markets and some strategies you can use to not only endure but thrive during times of uncertainty.

Ep 65: Cracking The Nest Egg – When Accumulation Becomes Distribution

Posted on: December 15, 2022
Episode Duration: 27:27
Behavioral Finance, Financial Planning, Retirement

Welcome to the Retirement Café! It’s a big transition when you leave the workforce to live off your savings, requiring an attitude adjustment. Today we are going to discuss some of the issues to consider when you flip the switch from saving to spending your nest egg.

Ep 64: Avoiding Catastrophic Investments

Posted on: December 1, 2022
Episode Duration: 26:34
Financial Planning, Investing

Today on The Retirement Café, we are going to dive into a simple approach to evaluating investment options that will help you avoid catastrophic results.

Ep 63: Seven Retirement Expenses You Can’t Afford to Ignore

Posted on: November 17, 2022
Episode Duration: 24:11
Behavioral Finance, Financial Planning, Retirement

Today on The Retirement Café, we are going to talk about seven expenses that can potentially have a massive impact on your retirement and how to properly plan for them.

Ep 62: How Monitoring Financial Vital Signs Can Improve Outcomes

Posted on: November 3, 2022
Episode Duration: 30:22
Behavioral Finance, Financial Planning

Today on The Retirement Café, we will be discussing some financial vital signs you should be monitoring in order to reach your financial goals.

Ep 71: The Pitfalls of Predictions

Ep 70: Simplify for Financial Success

Ep 69: Breaking Down SECURE Act 2.0

Ep 68: What The Market Taught Us In 2022

Ep 67: How to Evaluate and Improve Your Savings Rate

Ep 66: Five Strategies to Thrive in a Bear Market

Ep 65: Cracking The Nest Egg – When Accumulation Becomes Distribution

Ep 64: Avoiding Catastrophic Investments

Ep 63: Seven Retirement Expenses You Can’t Afford to Ignore

Ep 62: How Monitoring Financial Vital Signs Can Improve Outcomes

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