Episodes

  • Factoring post-pandemic inflation into retirement planning
    Jan 18 2021

    As we emerge from the economic impact of the pandemic, should we be concerned about the potential of inflation in 2021?

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    9 mins
  • The Dow touches 30 thousand. What does it mean for you?
    Nov 30 2020

    The end of the year is a time to evaluate. Are you doing better because of your advisor, or simply the movement of the market?

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    7 mins
  • The market roller coaster, does it keep you up at night?
    Nov 23 2020

    One Wall Street observer says you should simply ignore the ups and downs of the market. Is that possible?

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    11 mins
  • 72% of retirees worry about this
    Nov 16 2020

    There are plenty of issues to worry about in retirement. Running out of money is at the top of the list. But AARP found something that comes in a close second.

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    8 mins
  • Don’t run out on money! Avoid these pitfalls.
    Oct 26 2020

    Running out of money is a huge fear for those in retirement. But it’s more than another market crash. John and Virginia break down other factors to protect against.

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    9 mins
  • How do you know it’s time to see a financial advisor?
    Oct 12 2020

    What triggers the need to talk to a financial advisor? Is it an age, an amount of money, or something else?

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    7 mins
  • Does the low interest rate eliminate some financial strategies?
    Oct 5 2020

    Bonds, CD and Annuities depend on interest rates. Have they completely fallen out of favor?

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    7 mins
  • If you don’t know how long you will live, how can you plan effectively?
    Sep 28 2020

    The uncertainties of life are what make financial planning a tough topic. How does a financial advisor solve for all those mysteries?

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    8 mins