123. Are iBonds Good to Have Right Now?

123. Are iBonds Good to Have Right Now?

In a year that’s been highlighted by uncertainty and volatility, iBonds have risen in popularity thanks to a guaranteed interest rate that’s been on the rise alongside inflation. Being able to generate a return of over 9% on your cash is pretty appealing, but should...
122. The Perfectly Imperfect Investor

122. The Perfectly Imperfect Investor

When it comes to the world of investing, critiquing prior financial choices is a very common practice and it leads to us falling into the trap of hindsight bias. Studies have shown that people will go back and change opinions after the fact and then form new ones that...
121. 3 Mistakes of a DIY Investor

121. 3 Mistakes of a DIY Investor

Most people enjoy being in control of their life and it’s hard to let go when it comes to money. That’s why it’s not a surprise that the do-it-yourself approach has cropped up everywhere over the past decade, but is DIY investing a successful strategy? We’re going to...
118. What is a Safe Rate in Retirement?

118. What is a Safe Rate in Retirement?

After years and years of saving money, there will come a point where we need to make withdrawals for retirement income and have to begin taking money out of those IRA accounts and those qualified accounts. The question many pre-retirees and retirees have is how do you...
117. Managing Sequence of Return Risk

117. Managing Sequence of Return Risk

We began the discussion on sequence of return risk on our last podcast and we want to continue addressing some key components to this risk. Not understanding how this impacts your portfolio can present a real threat to your retirement.  In this part of our discussion,...