Retirement Talk Podcast Episodes

stocks

137. What is a Dividend Yield?

137. What is a Dividend Yield?

The extended downturn in the market has given investors a chance to re-evaluate their portfolio and rethink the strategy that best fits their needs in retirement. Dividend-paying stocks are often a popular choice, especially in times like these, because they can help...

113. The Relationship Between Interest Rates and Annuities

113. The Relationship Between Interest Rates and Annuities

We’ve been discussing the market and the volatility investors have been experiencing all year long. With this bear market many investors are wondering if they should move to cash because it’s safe. But, with 9.1% inflation rate we need to consider how to balance our...

111. How to Manage Investor Misperceptions and Behavior Biases

111. How to Manage Investor Misperceptions and Behavior Biases

Many of us are desperate to get back to normalcy, especially because of what we’ve experienced over the past two years. But the market seems to keep reminding us that everything isn’t exactly normal and unfortunately, we’ve been in correction mode all year long. On...

109. Shock Test Your Retirement Plan

109. Shock Test Your Retirement Plan

Now more than ever, people are realizing the importance of a long-term financial plan. Things can threaten your plan seemingly out of nowhere. A year ago, inflation was hardly a topic of concern, but looking at today’s market has a lot of us worried about the future....

106. Income Planning and Personalized Retirement Strategies

106. Income Planning and Personalized Retirement Strategies

One of the most important components of everyone’s retirement plan is their personalized income plan. So, on today’s episode, we are going to break down the advice of two experts in the financial industry: Wade Fouad and Michael Kitces. Determining how to efficiently...

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...

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...