Aug 2, 2019

Will Rogers left behind a legacy of wisdom that is still applicable today in the financial world. We’ll take three of his most popular quotes and apply them to retirement planning. Plus, we answer mailbag questions about early retirement, mutual funds with high returns, and how involved your spouse should be...

Jul 5, 2019

What can we learn in life from those who have come before us? Asking yourself that question frequently is going to keep you in the right mindset to achieve great success in whatever you do throughout life. But we can also apply the thinking specifically to retirement. What can we learn from those who have...

Jun 28, 2019

There are just certain things in life (and in the financial world) you shouldn’t place your trust in. We’ll cover a smattering of those “can’t trust” things on today’s show. Joel also gives us his perspective on the recent merger between Raytheon & United Technologies. Gas station sushi, Nigerian Princes,...

Jun 7, 2019

You never know what might happen to you in retirement. After all, some things in life you just can't control. However, you can control how you plan for the unknown. Joel explains why you should control what you can to prepare yourself for those "life happens" moments in retirement.

What You'll Learn:

00:41 – A...

May 31, 2019

Social Security is a complex topic, and it's surrounded by several misconceptions. We want you to avoid mistakes that could cost you thousands of dollars. On this edition of the podcast, we'll examine eight crucial questions surrounding Social Security.

What You'll Learn:

5:55 – When Am I Eligible To Receive...