S2: Episode 3 – The Ins and Outs of Social Security – with Guest Larry Kotlikoff February 1, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreMany people have burning questions about Social Security but don’t know where to go to find the answers. In this[…] Read more
S2: Episode 2 – The Ultimate Guide To Diversification January 18, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreAre you looking for a long-term strategy that is both effective and valuable for your portfolio? Your answer is diversification! […] Read more
S2: Episode 1 – The Enemy of Progress is Procrastination January 4, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreSuccess comes from activity, not from analysis. Procrastination is one of the biggest reasons why people don’t move forward, rather[…] Read more
S1: Episode 12 – How to Choose the Right Financial Advisor for You December 28, 2020 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreChoosing the right financial advisor for you and your needs is key to developing your most effective plan. But how[…] Read more
S1: Episode 11 – Protecting Your Retirement Plan December 21, 2020 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIn typical retirement planning, your plan is designed to work for you until you either become incapacitated, or you pass[…] Read more
S1: Episode 10 – The Bucket Approach to Financial Planning – Part 3 December 14, 2020 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreOnce you have your specified amount set aside for emergencies and your income planned for retirement, what do you do[…] Read more
S1: Episode 9 – The Bucket Approach to Financial Planning – Part 2 December 7, 2020 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MorePlanning for retirement requires knowledge of what you will need, and when you’ll need it. Do you really know how[…] Read more
S1: Episode 8 – The Bucket Approach to Financial Planning – Part 1 November 30, 2020 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreOne of the most common pieces of financial advice is that it’s important to diversify your portfolio. But did you[…] Read more
S1: Episode 7- The Five Principles Of Retirement Income Planning November 23, 2020 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreFinancial planning products and methods can only benefit you if they have a solid foundation. By building a foundation of[…] Read more
S1: Episode 6 – Human Bias In Investing November 16, 2020 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIt can be hard to look beyond our personal biases. But how does bias impact our investment choices? In this[…] Read more