A Recession Knocking On The Door

If my inbox, the headlines, and the magazine covers are any indication, there is a recession knocking on our door.  How could that affect your accounts? And, what can we do?  That’s our topic for  this episode of What’s Happening Now. Listen Now: A Recession Knocking On The Door (6:16) What’s On Your Mind? Do you […]

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How Would A Roth IRA Impact Your Retirement?

We all know Roth IRA’s allow for tax free growth.  But how will a Roth IRA impact your retirement?  We’ll take a look at a couple of real life examples to show you the real value of these accounts. Video: How Would A Roth IRA Impact Your Retirement? Plan for A Better Retirement We created […]

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A Million Dollar Coffee Habit? Really? Ep 12

About once a week, Susan and I will stop for a latté at Stoked Coffee.  Each one costs a little more than $3.00.  Some people stop far more often.  Will a daily latté result in a million dollar coffee habit?  We’ll talk about it in today’s episode of Monday Morning Money. Video: A Million Dollar […]

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5 Lessons for Financial Success – Ep. 11

Last week, my daughter graduated from college. Unfortunately, they don’t teach kids much about money in school. They learn some things from their parents. Others they learn from their own experience. I thought this was an appropriate “gift” for my daughter: 5 Lessons for Financial Success. Video:  5 Lessons for Financial Success https://youtu.be/A-jj2eGAME4 Plan for […]

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Mistakes to Avoid in Your 401k – Ep 09

Last week, we offered some tips to help you better manage your 401k. You can watch it here. This week we will share some common mistakes we see people make in their 401k plan. And, we will provide some suggestions on how to avoid them. Video: Mistakes to Avoid in Your 401k https://youtu.be/2q6qvsADNXQ Did You […]

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Tips to Help You Manage Your 401k – Ep 08

Does managing your own 401(k), 403(b) or Deferred Comp plan intimidate you? The decisions you make have a huge impact on your long term results. Today is the first part of a two part series. We’ll offer some basic tips for your 401k. Video: Tips for Your 401k https://youtu.be/_jqH7FdrbGc Watch Part 2       […]

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Replacing Income in Retirement — Ep 07

Replacing income in retirement creates a puzzle. Most of us will depend on two sources: Social Security and our savings. How much income you need from your savings depends on your Social Security. And, how much of your income Social Security replaces depends on how much you earn. We’ll discuss how this fits together on […]

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