by walter | Aug 24, 2023 | Finances, Financial Planning, Podcast
Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly...
by walter | Aug 10, 2023 | Behavioral Finance, Finances, Podcast
In this episode, we tackle the common complaints and fears about financial situations during retirement. These complaints often include concerns about advisors taking too much risk, dissatisfaction with account growth, high fees, worries about Social Security not...
by walter | Jul 27, 2023 | Behavioral Finance, Finances, Podcast
Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we’ll explore five more common areas of financial tension: emergency fund size, charitable contributions, handling inheritances, insurance needs, and...
by walter | Jul 13, 2023 | Behavioral Finance, Finances, Podcast
Money can’t buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we’re digging into the financial face-offs that make Monopoly fights look like child’s play and exploring some money minefields...
by walter | Jun 29, 2023 | Finances, Podcast, Retirement Income Planning
Picture this: You’re at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate...
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