Retirement Talk Podcast Episodes

wealth management

156. Why Do We Keep Making the Same Investment Mistakes?

156. Why Do We Keep Making the Same Investment Mistakes?

Our relationship with money is much like the other emotional relationships we have in other parts of our lives. We tell ourselves we’re done making the same types of mistakes but end up repeating those same behaviors the next time the situation arises. The same thing...

154. Profiting from Losses

154. Profiting from Losses

The market has shown some signs that it might be turning around, but we’ve seen quite a bit of up-and-down over the past few years. These fluctuations have created some nice gains at times for investors, but a lack of tax planning can keep you from maximizing your...

153. If Not a 60-40 Portfolio, Then What?

153. If Not a 60-40 Portfolio, Then What?

A year like 2022 doesn’t come around too often but those significant market corrections we saw in both equities and bonds made many people begin to wonder about the effectiveness of the traditional 60/40 investment mix. Some people are even saying that there is no...

152. When It Comes to Risk, It’s Dangerous to Trust Your Instincts

152. When It Comes to Risk, It’s Dangerous to Trust Your Instincts

The famous boxer Mike Tyson once said, “Everyone has a plan until they get punched in the mouth.” He meant it about his opponents, but we can apply that same idea to financial planning in the middle of a volatile market. How will you react when things first get...