The Wealth and Income Podcast

Episode 221 - How To Fight the Too Good To Be True Opportunity

We often get the question: how could anyone fall for a Ponzi scheme?!?!? It is actually really easy to do, and a lot of it has to do with a breakdown in Mindset and Strategy. Join us as we walk through some of the things to watch out for and how to protect yourself from the "Sure thing."

Episode 220 - Should You Fear a “Mid-Life Crisis”

Join us as we dive into a conversation we have almost daily with our clients.  We hope to share some perspective on the dreaded mid-life or quarter-life crisis and how to think through it.

Episode 219 - How To Identify and Fight Financial Burnout

Join us as we walk through three types of financial burnout.  We talk through how to spot each type and what to do in order to win and not get stuck.

Episode 218 - Are You Grateful for Challenges?

Challenges in life either make us better or bitter; it is all a matter of choice and perspective.  In this holiday season, we encourage you to be thankful for the times that try you and cause you to grow.

Episode 217 - What Morningstar and the Wall Street Journal Got Wrong

The misleading update on the “4% rule.”

Episode 216 - What Are Your Priorities Around Money?

Join us as we walk through some of the key questions to ask when looking at your priorities around money and how to know what is truly important.  

 

Episode 215 - Mary and Eric’s First Grudge Match

Join us as we tackle the industry's response to helping Gen Z prepare for retirement.

 

Referenced link:  Gen Z is 'Soft Saving' for Retirement

Episode 214 - Questions to Ask When the Market Becomes Top-Heavy

The important questions to ask and steps to avoid when the "Magnificent 7" are running the show.

Episode 213 - What helps you during the growth phase . . . can kill you during distribution

None of us have a crystal ball and can't predict market returns 5 years out, much less 5 months out.  That unpredictability can cause major issues when it comes to having more income than birthdays.   Join us as we walk through a concept called sequence of return risk and how it can affect your ability to take income throughout retirement.

Episode 212 - Where Does Your Income Rank, and Can You Really Be Wealthy?

Jim Rohn once said, “You are the average of the five people you spend the most time with.” The same could be said for the information we consume and the advice we take.  When it comes to building wealth, you have to be selective with the information you consume.  Is the information relevant to where you are and hope to be?  Is it in alignment with your family’s true scorecard for success?  Is the information designed to help you become wealthy or designed to help you not go broke? The starting point for all these questions is to know where your income ranks.