The Wealth and Income Podcast

Episode 238 - Ernst and Young vs Dave Ramsey: What Is the Best Way To Create Income in Retirement?

Join us as we review an article from Ernst and Young that demonstrates the power of a retirement plan focused on income and multiple asset classes coordinated together.

E&Y Article: How insurance and investments can improve financial wellness

Episode 237 - The Big Squeeze: When Price Inflation Meets a Level Income

Join us as we examine the pressure many families have faced over the last 40 years. Prices have been climbing, but wages have not always kept pace. We will also discuss the renewed importance of having an efficient system and making every dollar do multiple jobs.

Episode 236 - When the Worst Happens and the Plan Needs To Pivot

Join us as we walk through a tough client story about how planning for income at retirement had to pivot to planning for options and income today. We explore two universal truths: First, money is simply a tool to get what we need. Second, a mindset and strategies centered around flexibility and income are paramount when the unexpected shows up uninvited.

Episode 235 - Trick Yourself Into Saving so You Never Need a Budget Again

The hardest part of building wealth is convincing yourself to save money - just like the hardest part of getting healthy is convincing yourself to go to the gym. If you woke up already at the gym, you’d be fit in no time. David Mozeika, the owner and visionary behind the Currence System, joins us to talk about cracking the code to saving more without feeling a sense of deprivation.

Episode 234 - Cash Flow Optimization – the Magic of Defense AND Offense

Our discussion with Howard Polansky, owner of Financially Led--Join us as we walk through the harrowing experience that got him out of a career he dreaded and into a life built around teaching.  Learn about his simple process of increasing the velocity of cash through your financial system to get rid of debt faster without having to go on a starvation budget and getting to the offensive side of planning faster and with less stress.

Episode 233 - Was the 401(k) a Mistake?

Join us as we break down the key findings and point out some of the misses from a podcast recorded earlier this week about the history of 401Ks, where they win, and where they fail.

Episode 232 - What Happens When the Worst Happens?

When the worst-case scenario in life occurs, how do you know how much life insurance is the right amount?

Episode 231 - Will Social Security Be There for You??

Join us as we walk through a little of the history of social security, how it was initially set up, and some of the pressures we see in the system.

Episode 230 - What Happens When Income Is Unpredictable

When income and the future are uncertain, our instinct is to do nothing. The problem is that doing nothing gives up one of your most precious levers for planning: time. Join us as we look at the strategies and mindset needed to plan for retirement when income is in flux or unpredictable.

Episode 229 - Interview With Nolan Bradbury the Strategic Accountant

Accounting can often feel like a necessary evil. Something you just have to power through.  But . . . what if it could be the gateway to making critical decisions to get the most out of your business?  Join us as we talk with Nolan Bradbury.

Nolan Bradbury's website: Bradfield Accounting & Advisory