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Podcasts


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Financial Blame Game

Have you ever had financial trouble? And we’re not just talking about the direst of situations like going bankrupt. Do you think a divorce is to blame for messing up your finances? Do you tend to think the system is rigged against the little guy? Did a former broker “do you wrong”? On today’s podcast, we’ll look at some of the common things that people might blame for their financial planning troubles. See if you identify with one of these. Are you pointing your finger in the right direction?

Scandal-Free Retirement

If you take a close look at most folks’ financial situations, you’ll find that it’s almost scandalous how badly their financial matters have been handled. Let’s talk about the steps people should take to create a scandal-free retirement.

Imperfect 401(k) Plans

Your 401(k) can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b…or TSP…or 457).

Busting Financial Myths

Today’s episode is simple. We’ll look at some of the most widely believed financial myths and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that.

Financial Fool’s Gold

It can be easy to get caught up with the “shiny objects” of the financial world. Isaac will look at a few of these “fool’s gold” situations and explain why these items may be less valuable than you may have thought.

5 (Better) Questions To Ask

Asking questions is always a good thing. The more you ask, the more you understand. But sometimes you don’t get the answer you need until you ask the right question. These five common financial questions are a bit better when they are rephrased and reconsidered.

Secure Act

The Secure Act recently passed through the House of Representatives with overwhelming support. Today, Isaac will explain how this bill might affect you and your assets if it gets passed.

Hindsight Is 20-20

Many people use the expression that hindsight is 20-20, meaning, the ability to better understand a situation after it happens. Let’s zero in on a few financial situations that might need a second look.

Hidden Expenses Lurking In Your Portfolio

When it comes to financial and retirement planning, there are quite a few places where you might find yourself dealing with hidden fees. Isaac will give you a look behind the curtain as to where these fees might be hiding and how you can perhaps avoid them in the first place.

Financial Commandments

Just like you probably have a set of commandments, principles, or values that you live by, there’s also a set of rules that you should follow closely when it comes to your finances. Let’s discuss the four financial commandments that you should keep in mind when you go about planning and investing for your retirement.

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