Episodes

Sept. 11, 2017

#037: Designating Your Representatives, and Picking Stocks

Devin and John talk about assigning people to act for you, and picking good stocks for your investments. First, Brenda has a ques…

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Sept. 4, 2017

#036: All About Bonds with Dr. Brandon Renfro

Dr. Brandon Renfro, a PhD in behavioral economics, talks about bonds: When they're right for you and when they should be reconsid…

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Aug. 28, 2017

#035: Why Social Security is Important for YOU (even if you're not cl…

Social Security is an important source of income for older Americans, but it can also provide many benefits beyond retirement inc…

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Aug. 21, 2017

#034: How to Avoid a Bernie Madoff-Type Scam

There are few things worse than getting involved in a financial scam. Unfortunately, there are always some people who will abuse …

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Aug. 14, 2017

#033: Giving IRA Money to Charity, and Remarriage & Social Security

Listener Questions: Rob asks about sending the distributions from an Individual Retirement Arrangement (IRA) to a charity.  John …

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Aug. 7, 2017

#032: Why Women Need Better Financial Advice with Russ Thornton

Women often have different financial needs than men, and even more when there has been a change in their marital situation. This …

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July 31, 2017

#031: Veterans - Are you getting ALL your benefits?

Many current retirees have a background of military service.  Benefits from military service can become a big part of the retirem…

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July 24, 2017

#030: Second Marriages and Blended Finances

So you find yourself retiring in a second marriage? This week’s episode is full of useful information and fascinating stories abo…

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July 17, 2017

#029: Disinheriting a Spouse and How to Say NO to an Adult Child’s Re…

John shares the stories of when, and why, you would disinherits a spouse. Devin gives advice to Kim who wants to know how to say …

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July 10, 2017

#028: Quarterly Perspective Q2 2017, with Andrew Comstock

We are half way through the year and it's time to review the market performance with Andrew Comstock from . Market Snapshot: DOW …

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July 3, 2017

#027: AgeProof - Living Longer Without Running Out of Money or Breaki…

, financial editor of NBC's Today show, discusses her new book “AgeProof” about balancing your health and your wealth.  She share…

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June 26, 2017

#026: Who To Talk To At Your Social Security Office

Social Security benefits are confusing - even for those who work at the SS Office. Often, the person looking for advice is unsur…

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June 19, 2017

#025: What to do when Someone Dies

Death is never a pleasant topic. What is less pleasant is passing away suddenly with no planning in place and no way to help your…

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June 12, 2017

#024: Keep the Original Will, and Rental Income in Retirement​

Did you know that a copy of a will may not hold up in Probate? John talks about the need to keep an original copy of the will up-…

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June 5, 2017

#023: How Much Do You Need in Retirement? Use this online calculator …

Steve Chen created a retirement planning calculator that anyone can use. The inspiration came from personal experience. His mom n…

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May 29, 2017

#022: 5 Lessons Learned from Market Declines

Recessions and market declines are going to happen. What are the lessons we can learn from the Tech Bubble of 2000's and the Grea…

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May 22, 2017

#021: Naming Beneficiaries - How to Avoid Screw-ups

Non-Probate Transfers, Trusts, and how the Beneficiary Designation trumps any wishes you express in your Will. These are just a f…

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May 15, 2017

#020: Listener Questions about Moving IRAs back into a 401k, and Soci…

Linda and her husband have been raising their grandchildren since birth. Both of the children’s parents are alive. Do the grandch…

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May 8, 2017

#019: Lessons We Learned from 15 years as Financial Planners, with Da…

Experience is a great teacher. David Waldrop has more than 15 years of experience, the same as John and I. He comes on to share s…

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May 1, 2017

#018: The Basics of Social Security that EVERYONE Should Know, Part 2

In Part 1 we covered credits, earnings limits, and more. In this episode we finish the series by talking about: Length of marriag…

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April 24, 2017

#017: The Basics of Social Security that EVERYONE Should Know, Part 1

Part 1 in a 2-part series about what you need to know about Social Security. For more information, or to have a conversation with…

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April 17, 2017

#016: Listener Questions - Sharing Accounts with Children and Lump-su…

Wanda wrote in to ask why she shouldn’t add a child to her checking account? Brenda retired from a company that offers a pension.…

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April 10, 2017

Quarterly Perspective Q1 2017, with Andrew Comstock

Can we expect 3 rate increases this year? What could that mean for the market - or our savings? Andrew Comstock, Chief Investment…

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April 3, 2017

#014: Wills 101 - Part 2

In the previous episode we talked about Wills: Why you need one and what to look out for so you do it right. But before you draft…

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