Your Financial Mission

A lot of Americans have 401(k) accounts. Let’s cover some of the common questions we get from 401(k) owners. You probably have some of these questions on your mind anyway. Oh, and this advice generally applies if you have a 403(b) or similar type of account, too.

The second part of our conversation about helping your grandchildren grow into financially savvy adults.

We'll give you 7 tips to consider to help your grandchildren grow into financially savvy adults.

Answering your questions about how to find a reputable advisor and what to do if you hate all the advisors you've met with in the past.

In a follow-up to our podcast on putting the tax code proposals in context, we'll take a deeper look at how the tax code influences the stock market's outlook. We'll also ask J'Neanne if the "middle class" gets accurately reflected in the proposed brackets. And if you're retiring soon, should you put it on hold until the tax situation works itself out?

Answering your questions about long term care, TSPs, and do-it-yourself investing.

It can be difficult to make financial sacrifices when the reward for doing so might not be seen until several years in the future. Let’s talk about some of the situations where you might be inclined to take the immediate benefit, but you should really consider the delayed benefit.

Sometimes people just need a complete overhaul of their financial plan. Other times it’s just a matter of a few tweaks that make all the difference. Let’s look at some of the easy opportunities for improvement we commonly see in the investing world.

Learn about the historical contexts and regional perspectives on current federal tax code proposals.

It seems a lot of people don’t truly grasp the impact that healthcare costs are going to cause on their financial and retirement plans in the future. Let’s analyze why that is and what it looks like to truly plan for healthcare in a financial plan. 

A lot of people aren’t clear on why RMDs exist. Let’s clear up the confusion and talk about the proper ways to handle RMDs and how you should be planning for them.

We look at how the conversation about retirement readiness typically takes shape.

The old saying goes, “Smart people learn from their own mistakes. Geniuses learn from the mistakes of others.” Let’s look at some of the regrets we hear from people who wish they’d made different financial decisions, so you can learn from those missteps.

Make sure your retirement plan is taking care of your loved ones. 

Learn the common planning complaints we hear on a regular basis. 

We've all made financial mistakes. Learn what it takes to make your comeback. 

We'll take your listener questions on income planning, buying gold, and riding the stock market roller coaster. 

We'll discuss the seven retirement sins and how to avoid them. 

We'll debunk some of the myths that shroud social security. 

We'll compare planning a vacation to setting your retirement.