The Wealth and Income Podcast

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.

Episode 211 - The 6 Things That Keep You From Retiring Early

Join us as we walk through the six big challenges most families face when trying to retire early. Many of these are easy fixes and go back to simply having the right mindset and strategy.

Episode 210 - The Most Important and Most Overlooked Part of a Financial Plan

Join us as we walk through the importance of a properly built system to help maximize the income from your investments and the power that comes from balance: Your distribution engine—the most important and most overlooked part of a financial plan.

Episode 209 - Limiting Beliefs About Money Could Cost You

It can sometimes feel like the secrets of wealth creation are the exclusive purview of the elites or the “already wealthy” crowd. The truth is, there are very few “secret” tools out there. Wealth creation is about critical thinking, discipline, good strategies, and the right mindset. One of the most significant challenges to creating wealth is what Gay Hendrix refers to as the "upper limit problem."