Episodes

103. Does Your Retirement Have a Proper Income Plan?

103. Does Your Retirement Have a Proper Income Plan?

We spend so many years of our lives working to save and accumulate assets to create financial independence for ourselves, but most people don't realize you must plan on how you will spend during retirement.  Transitioning from accumulation to the preservation and...

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102. The Yield Curve Just Inverted…Now What?

102. The Yield Curve Just Inverted…Now What?

With rising inflation and now an inverted yield curve, are we headed towards a recession? The interest rate paid on our short-term debt has exceeded the interest paid on our long-term debt of the same quality. So, what does this mean for investors? On today’s episode...

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101. What is Inflation and What Causes It?

101. What is Inflation and What Causes It?

Prices have been steadily climbing for some time now. What is driving this unprecedented increase in inflation and how can you insulate your financial future from these black swan events? Many retirees are aware of risk and volatility within the market, but inflation...

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100. 2023 Tax Proposal and The Looming Financial Crisis

100. 2023 Tax Proposal and The Looming Financial Crisis

Could Joe Biden’s new tax proposal impact you and your retirement plan? On today’s episode, we’re breaking down Joe Biden’s proposal of a 20% billionaire tax, the looming financial crisis, and what you can do to protect yourself and your future against rising taxes....

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99. The Importance of an Estate Plan, Part 2

99. The Importance of an Estate Plan, Part 2

Anywhere from 50% to 60% of Americans don’t have a will. Does this surprise you? However, more and more people are becoming more aware of the 6th pillar of the Redefining Wealth Process, estate planning. On today’s episode, we are continuing our conversation on estate...

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98. The Importance of an Estate Plan, Part 1

98. The Importance of an Estate Plan, Part 1

No matter your age, having an estate plan is something we all need to think about. On today’s episode, we’ll explore the importance of having an estate plan and some things you may not be considering when it comes to that plan.  Over the past few years, we’ve...

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97. Buy and Hedge Retirement Planning with Jay Pestrichelli

97. Buy and Hedge Retirement Planning with Jay Pestrichelli

If you’re trying to build wealth, sharp market downturns can be your biggest enemy. But these downturns are not uncommon and we want you to be prepared to overcome these market dips. On today’s episode, esteemed money manager, Jay Pestrichelli joins us to discuss buy...

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96. The Financial Planning Process

96. The Financial Planning Process

We discuss many different money management tools on our show but having a defined process is perhaps the most important thing investors need to consider when constructing their plan. Having a process allows you and your assets to perform at peak capacity. Customized...

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94. Volatility in 2022 Market Update

94. Volatility in 2022 Market Update

Special Guest, CFA, Portfolio Manager David Wagner of Aptus Advisors, joins us on today’s episode to discuss the various factors contributing to market volatility in 2022. As a portfolio manager David is constantly studying the market, understanding the impact it has...

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93. Income Tax Season: Try Income Tax Planning Instead

93. Income Tax Season: Try Income Tax Planning Instead

Are you dreading this upcoming income tax season? It may be time to switch from tax preparation to tax planning. Strategic planning can reduce your overall tax burden, making this time of the year a lot less stressful. You should be working with a tax professional...

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92. Volatility: The Retirement Killer

92. Volatility: The Retirement Killer

January ended up being a pretty volatile month in the market. With inflation, geopolitical tension, and rising interest rates we may see more volatility in the near future. What is the danger this poses to our retirement? A fear of outliving your money coupled with...

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