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Mar 31, 2022

What are some signs you are in good financial health? When it comes to planning for retirement, we don’t want to rely on beginner’s luck. On today’s episode, we are going to discuss how to recognize when you are on the right track and how you can stay on the pathway to financial freedom.

You spend less than you...


Mar 24, 2022

What similarities do baseball and retirement planning share? On today’s episode, Nancy and her husband Brian will compare some basic baseball principles to retirement planning, which are surprisingly similar endeavors.  

When you go to a baseball game you are probably hoping to see a home run or two. As we know...


Mar 17, 2022

Our world is full of myths. We use them to make sense of things. The financial world is no different. On today’s episode, we are going to explore some common financial myths and deconstruct the valuable information we can learn from each.

Myth #1: Shifting from stocks to bonds removes the volatility from your...


Mar 10, 2022

The old saying goes “This Isn’t My First Rodeo.” We've seen similar rising gas prices in the 70s and 80s. It feels like it’s going up almost every day or so now. Adding this to inflation in the grocery store we are faced with more and more uncertainly in the market.

A lot of people are rethinking traveling and...


Mar 3, 2022

On today’s episode, we are going to have some fun and answer a potpourri of financial and retirement-related questions. We will explore some of the questions sent in to the show and how they relate to your financial future. 

Pat asks “I have two old 401(k)s, is now a bad time to roll them over?”  We are going to...