Podcasts by KPC Smart Money

Episode 133: Avoid Christmas Overspending from 2023-11-16T11:00

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Episode 132: Our Christmas Traditions from 2023-11-09T21:14

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Episode 131: What About Gold and Silver? from 2023-09-14T10:00

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Episode 130: Inflation Tips from 2023-09-07T15:51

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Episode 129: Money Wisdom for Kids from 2023-07-06T10:00

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Episode 128: Clean Your Financial House from 2023-06-01T10:00

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Episode 127: How to Weather a Recession from 2023-05-25T18:12

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Episode 126: Happiness in Retirement Part 2 from 2023-05-04T10:00

In this two-part series...

Episode 125: Happiness in Retirement Part 1 from 2023-04-27T10:00

In this two-part series...

Episode 124: Summer Fun for Kids from 2023-04-06T10:00

Kids and Grandkids will be out of school for the s...

Episode 123: Is Pet Insurance a Good Idea? from 2023-03-30T10:00

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Episode 122: Final Expense Planning from 2023-03-23T11:00

Do you know the differe...

Episode 121: Why Go on Short-Term Missions - Ecuador from 2023-03-16T11:00

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Episode 120: Why Go on Short-Term Missions - Cuba from 2023-03-09T11:00

On the next 2 weeks of ...

Episode 119: Best Safe Interest Earning Options from 2023-01-26T11:00

Many people are accumulating cash out of concern for stock market losses.  We see many people that are frustrated though as safe alternatives for their cash often are not earning enough to keep ...

Episode 118: 2022 Market Review from 2023-01-19T11:00

2022 was a unique year for the stock market as many negative factors came together at the same time.  The US hasn't seen this combination before: stocks and bonds both down, inflation, and some ...

Episode 117: Simple Positive Resolutions from 2023-01-12T11:00

Ever make "big" New Year's resolutions that were onerous, difficult, and didn't last long?  We all have.  So instead, try some of these simple resolutions that are small steps to big change.

Episode 116: New Year Habits - Part 2 from 2023-01-05T11:00

We have all tried New Year's Resolutions that didn't last long.  Instead of resolutions, try adding simple new habits.  We hope you can take one, two, or just a few of these simple habits and ma...

Episode 115: New Year Habits - Part 1 from 2022-12-29T11:00

We have all tried New Year's Resolutions that didn't last long.  Instead of resolutions, try adding simple new habits.  We hope you can take one, two, or just a few of these simple habits and ma...

Episode 114: New Grandparent Tips from 2022-12-22T11:00

What an exciting time becoming a new Grandparent.  This is new territory that needs to be navigated with wisdom and grace.  Times have changed, and the baby has parents who may have different id...

Episode 113: Get out of Debt - Part 3 from 2022-12-15T11:00

Most people have found themselves dealing with too much debt as some time in their lives.  Others live in perpetual debt.  It isn't a good feeling when those debt payments seem endless.  This th...

Episode 112: Get Out of Debt - Part 2 from 2022-12-08T11:00

Most people have found themselves dealing with too much debt as some time in their lives.  Others live in perpetual debt.  It isn't a good feeling when those debt payments seem endless.  This th...

Episode 111: Get Out of Debt - Part 1 from 2022-12-01T11:00

Most people have found themselves dealing with too much debt as some time in their lives.  Others live in perpetual debt.  It isn't a good feeling when those debt payments seem endless.  This th...

Episode 110: Is Pet Ownership Right for You? from 2022-11-24T11:00

Being a pet owner has many joys and trials.  Is owning a pet right for you?  On today's podcast we talk about some of the joys and benefits of having pets.  We also discuss the responsibilities ...

Episode 109: Older Workers are "Quietly Returning" from 2022-09-15T10:00

There has been a trend among younger workers called "Quietly Quitting" where they do the least amount of work required for their job.  But a new trend is emerging called "Quietly Returning" wher...

Episode 108: $80 Million for the IRS from 2022-09-08T21:37:41

I'm sure you have heard a lot about the provision in the Inflation Increase Act to give $80 million dollars to the IRS.  There has been much concern about increases in IRS audits and that the IR...

Episode 107: 6 Things Your Retirement Plan May Be Missing - Part 2 from 2022-09-01T10:00

It can be hard to see something that is missing.  We often see people missing these 6 things from their retirement plans.  The good news, is once you see it you can correct it.

• Not ...
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Episode 106: 6 Things Your Retirement Plan May Be Missing - Part 1 from 2022-08-25T10:00

It can be hard to see something that is missing.  We often see people missing these 6 things from their retirement plans.  The good news, is once you see it you can correct it.

Key takeaw...

Episode 105: Inflation or Recession - Which is Worse? from 2022-08-18T10:00

Today we explain the difference between inflation and recession and how these each potentially impact you financially.  Does your financial plan include ways to overcome inflation and recession?...

Episode 104: Making Extra Money During Tough Times from 2022-08-11T10:00

With the current inflation, we are looking for ways to make more money, or save money.  On today's podcast we explore ways to earn more, save more, and spend less.  Remember the old adage "a pen...

Episode 103: Hold or Fold a Poor Performing Fund from 2022-07-07T10:00

If you have a mutual fund that isn't performing well, how do you know if you should hold 'em or fold 'em? Look at your overall asset allocation strategy first and see if the fund is still in lin...

Episode 102: Taking Vacation Could Save Your Life from 2022-06-30T10:00

North American workers can be workaholics, with 26% saying they have never taken two weeks' vacation at one time.  But it is taking a toll on many people's health and lives.  So why could vacati...

Episode 101: Navigating Turbulent Stock Markets from 2022-06-23T10:00

How you navigate a turbulent stock market depends on your age.  Stay calm.  Then listen to our navigation ideas based on whether you are 25, 45 or 65 years old.

Key takeaways:

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Episode 100: Celebrating our 100th Podcast - Why We Do What We Do from 2022-06-16T15:46:36

We enjoy our weekly podcast which cover not only financial and retirement issues, but important issues in life.  Our goal is to encourage you and give you new ways of thinking with tools for your s...

Episode 99: Bear Market in America from 2022-06-09T10:00

The S&P 500 is nearing bear market territory, and NASDAQ has already dropped more than 20%.  Add inflation, unemployment, and rising interest rates and people are scared right now.  So just like...

Episode 98: The Economy Today from 2022-05-12T10:00

Stock market volatility and how it relates to the current state of the economy is on many people's minds.  It has been over 12 years since we have seen a true market correction.  The COVID-19 do...

Episode 97: Dependence, Independence&Interdependence from 2022-05-05T15:29:01

On this week's podcast we will look at the definition of these words and how they apply to our relationships.  We will explore what is healthy and unhealthy about each of these.  Moving from depend...

Episode 96: 10 benefits of Lifelong Learning - Part 2 from 2022-04-28T10:00

Lifelong learning is like a health club for your brain. Lifelong learning has many mental and physical benefits, especially as we age.  Engaging in learning for your entire life has many rewards...

Episode 95: Lifelong Learning Part 1 from 2022-04-21T14:55:56

Lifelong learning is like a health club for your brain. Lifelong learning has many mental and physical benefits, especially as we age.  Engaging in learning for your entire life has many rewards...

Episode 94: Navigating Stock Market Volatility - Part 2 from 2022-03-24T10:00

When the stock market feels more like a roller coaster ride than smooth sailing, most investors become nervous.  This can lead to emotional decisions and trying to time the stock market.  In the...

Episode 93: Navigating Stock Market Volatility - Part 1 from 2022-03-17T10:00

When the stock market feels more like a roller coaster ride than smooth sailing, most investors become nervous.  This can lead to emotional decisions and trying to time the stock market.  In the tw...

Episode 92: Learn to be More Patient - Part 2 from 2022-03-10T11:00

We all encounter situations where we wish we had more patience.  Patience is a virtue in all avenues of life.  Patience needs to be cultivated and practiced.  In this two-part series we are goin...

Episode 91: Learn to be More Patient - Part 1 from 2022-03-03T11:00

We all encounter situations where we wish we had more patience.  Patience is a virtue in all avenues of life.  Patience needs to be cultivated and practiced.  In this two-part series we are goin...

Episode 90: How to Stop Feeling Overwhelmed - Part 2 from 2022-02-24T11:00

We have all experienced feeling overwhelmed at times.  Is this a rare occurrence for you or a constant state of being?  Listen over the next 2 weeks to find out what can cause these overwhelmed fee...

Episode 89: How to Stop Feeling Overwhelmed - Part 1 from 2022-02-18T16:28:14

We have all experienced feeling overwhelmed at times.  Is this a rare occurrence for you or a constant state of being?  Listen over the next 2 weeks to find out what can cause these overwhelmed ...

Episode 88: The Art of Kindness - Part 2 from 2022-02-10T11:00:02

It seems to us that kindness has suffered recently with the constant barrage of bad news and COVID uncertainties.  People seem to be focused on each other's differences instead of our common humani...

Episode 87: The Art of Kindness - Part 1 from 2022-02-03T11:00:07

It seems to us that kindness has suffered recently with the constant barrage of bad news and COVID uncertainties.  People seem to be focused on each other's differences instead of our common humani...

Episode 86: You Are What You Think - Part 3 from 2022-01-13T11:00

Based on the scientific work of Dr. Caroline Leaf, we explore the power of your thinking and how it affects every part of your life. In this 3 part series, we highlight some of the ways your thi...

Episode 85: You Are What You Think - Part 2 from 2022-01-06T11:00

Based on the scientific work of Dr. Caroline Leaf, we explore the power of your thinking and how it affects every part of your life. In this 3 part series, we highlight some of the ways your thi...

Episode 84: You Are What You Think - Part 1 from 2021-12-30T11:00

Based on the scientific work of Dr. Caroline Leaf, we explore the power of your thinking and how it affects every part of your life. In this 3 part series, we highlight some of the ways your thi...

Episode 83: Not Your Parent's Inflation from 2021-12-22T11:00

The current inflation increase is causing concern for many Americans.  Is this short lived or will it continue? While the price of consumer goods, food, and gasoline have sharply increased, has ...

Episode 82: Should You Own Gold or Silver from 2021-12-16T11:00

We are often asked if Gold and Silver are a good addition to investments.  There is a lot of confusion about how to own it.  We will talk about the different ways to have Gold and Silver investm...

Episode 81: Givers, Takers&Matchers - Part 2 from 2021-12-09T11:00

We all know people that are givers and takers.  Do you know what a Matcher is?  And what type of reciprocity style are you?  This week we will talk about each type and which ones are the most su...

Episode 80: Givers, Takers&Matchers - Part 1 from 2021-12-02T11:00

We all know people that are givers and takers.  Do you know what a Matcher is?  And what type of reciprocity style are you?  This week we will talk about each type and which ones are the most su...

Episode 79: Feel Younger in Retirement from 2021-11-18T11:00

Retirees can often feel lost after retiring.  They lose structure, identity, purpose, power and relationships during retirement. But your best years can be the ones ahead. You just need to know ...

Episode 78: 5 Advantages to Investing in your 20s from 2021-11-11T11:00

People in their 20s can think they are not financially stable enough to start investing.  They may have student debt, low salaries, or just don't know how to start.  The advantages to start youn...

Episode 77: Financial Planning Tips for Beginners - Part 2 from 2021-11-04T10:00

Many people would like to be more active in managing their budget and financial plan.  With all the advice and options available however, this can seem overwhelming.  In this 2-part series, we w...

Episode 76: Financial Planning Tips for Beginners - Part 1 from 2021-10-28T10:00

Many people would like to be more active in managing their budget and financial plan.  With all the advice and options available however, this can seem overwhelming.  In this 2-part series, we w...

Episode 74: Faith vs. Fear from 2021-10-14T10:00

Our life is full of decisions.  You can take the same action, but you can do it out of fear or faith.  Fear is self-focused, while faith is God-focused.  Are you making decisions based on fear o...

Episode 73: Mentally Strong People Find Peace - Part 3 from 2021-10-07T10:00

In this final segment of our 3-part series, we discuss how mentally strong people avoid negative habits that undermine their strength and peace. You can develop healthy ways of thinking, creatin...

Episode 75: Worst Way to Withdraw Retirement Funds from 2021-10-04T23:04:17

It is important to have a "decumulation" plan for your Retirement assets.  Many people don't realize these missteps can negatively impact how long your money will last in retirement.  Listen in ...

Episode 72: Mentally Strong People Find Peace - Part 2 from 2021-09-16T10:00

How do you keep inner peace in times of turmoil? This week we continue our 3-part series on how mentally strong people have learned to have confidence that they can handle what life brings their...

Episode 71: Mentally Strong People Find Peace - Part 1 from 2021-09-09T10:00

Turn on the news these days, and all you will hear is nonstop coverage of crises and bad news. Even talking with friends and family seems to bring up all the things that are wrong these days.  S...

Episode 70: Avoid Behavioral Traps in Market Slumps from 2021-09-02T10:00

Economic models typically assume that humans make rational decisions.  But when it comes to investing in the market, many people fall into several behavioral traps.  Learn what some of these tra...

Episode 69: Stress Reducing Activities at Home - Part 2 from 2021-08-26T10:00

We will finish our 2-part series on simple and inexpensive ways to reduce your stress without leaving your home.  It takes 21 days to form new habits. Pick a stress reducing habit and incorporat...

Episode 68: Easy Stress Reducing Activities - Part 1 from 2021-08-19T10:00

Stress and anxiety is different for everyone and is a brain and body push back on all you are trying to manage.  Stress leads to a continuous fight or flight response that can have negative impa...

Episode 67: Fixed Indexed Universal Life (FIUL) Insurance or ROTH from 2021-08-12T10:00

We will compare Fixed Indexed Universal Life to ROTH regarding tax savings, stock market risk, and additional benefits.  This is the best way to truly compare the two instead of looking at only ...

Episode 66: ROTH Conversions&Biden Tax Increases from 2021-08-05T10:00

With a possible tax rate increase in the near future, people are wondering if it is still a good time to do ROTH Conversions.  Anytime is a good time to do ROTH Conversions, depending on your sp...

Episode 65: Financial Planning Basics from 2021-07-29T10:00

When making a financial plan, we like to compare it to building a house.  That is why we call our financial plans the Retirement Blueprint.  In this week's show we will talk about some of the co...

Episode 64: Investment Philosophy 101 from 2021-07-22T10:00

Every heard stock market investing terms that you aren't sure what they mean?  If you want a brief overview of some common stock market terms and concepts, then this week's show is for you.

Episode 63: Can You Retire on a $1 Million? from 2021-07-15T09:00

You have no doubt heard the idea that you can retire by starting with $1 million dollars and just withdraw 4% per year.  Can you have confidence in this?  Today we talk about why this often won'...

Episode 62: Set up a Generational Estate Meeting from 2021-07-08T10:00

End of life planning is a critical component of an airtight financial plan.  Generational meetings with parents, children and financial advisors is gaining popularity for many reasons.  Does you...

Episode 61: Take Control of Your Financial Life - Part 13 "Get Organized" from 2021-07-01T10:00

This is the final podcast in our Take Control of Your Financial Life series.  We have shared many ideas, and thank you for your positive feedback.  It seems only fitting to end the series with s...

Episode 60: Take Control of Your Financial Life - Part 12 "Do You Need a Will or a Trust?" from 2021-06-24T10:00

More than 60% of Americans do not have a will, including parents with children under 18! People don't understand what might happen if they die prematurely.  Or they are hesitant because they jus...

Episode 59: Take Control of Your Financial Life - Part 11 Unique Ways to Save Money from 2021-06-03T10:00

I love to hear the different ways people come up with to save money.  Some of these ways are easy and fun.  It doesn't have to be hard.

Key takeaways:

• Spare change jars
...
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Episode 58: Take Control of Your Financial Life - Part 10 Budget Tricks from 2021-05-27T10:00

We all can add new habits to drive unnecessary expenses out of our budgets.  This week we share more fun ideas to create a lifetime of good spending habits.

Key takeaways:

• Ha...
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Episode 57: Take Control of Your Financial Life - Part 9 from 2021-05-20T10:00

You can find money (savings) in your bank and credit card statements.  It is easy to overlook small charges, recurring subscriptions, or even wrong charges when you review your bank and credit c...

Episode 56: Take Control of Your Financial Life - Part 8 from 2021-05-13T10:00

We will discuss today some ways to earn extra money.  Whether you need to cover budget expenses, have something fun you are saving for, or just have time on your hands and want to do something, ...

Episode 55: Take Control of Your Financial Life - Part 7 from 2021-05-06T10:00

How to take control of an often-overlooked area of your budget - groceries!  Today we are sharing ways to buy what you need, avoid overspending, and where to shop.

Key takeaways:

...
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Episode 54: Take Control of Your Financial Life - Part 6 from 2021-04-29T10:00

Are fees eating away at your budget?  There are all kinds of fees, some small some big, that you can avoid.  Keep more of your money by eliminating or avoiding fees that don't have value.

Episode 53: Take Control of Your Financial Life - Part 5 from 2021-04-22T10:00

There are common personal finance mistakes that often occur over and over again. You can get out of, or avoid, these mistakes.  Listen to this multi-part series and find out if you are making an...

Episode 52: Take Control of Your Financial Life - Part 4 from 2021-04-15T10:00

There are common personal finance mistakes that often occur over and over again. You can get out of, or avoid, these mistakes.  Listen to this multi-part series and find out if you are making an...

Episode 51: Take Control of Your Financial Life - Part 3 from 2021-04-08T10:00

There are common personal finance mistakes that often occur over and over again. You can get out of, or avoid, these mistakes.  Listen to this multi-part series and find out if you are making an...

Episode 50: Take Control of Your Financial Life - Part 2 from 2021-04-01T10:00

We all want to have control of our Financial Life.  Sometimes the steps needed to get there can seem intimidating.  It doesn't have to be.  Pick some of the steps we will talk about in this seri...

Episode 49: Take Control of Your Financial Life - Part 1 from 2021-03-25T10:00

We all want to have control of our Financial Life.  Sometimes the steps needed to get there can seem intimidating.  It doesn't have to be.  Pick some of the steps we will talk about in this seri...

Episode 48: Biggest Personal Finance Mistakes - Part 2 from 2021-03-18T10:00

There are common personal finance mistakes that often occur over and over again. You can get out of, or avoid, these mistakes.  Listen to this two-part series and find out if you are making any ...

Episode 47: Biggest Personal Finance Mistakes - Part 1 from 2021-03-11T11:00

There are common personal finance mistakes that often occur over and over again. You can get out of, or avoid, these mistakes.  Listen to this two-part series and find out if you are making any ...

Episode 46: Overspending Spouses from 2021-03-04T11:00

Spouses often have differing opinions on saving and spending, but when does it become a problem?  A spouse that overspends can create tension, anxiety and even anger in a marriage.  We will talk...

Episode 45: Creating Retirement Income from 2021-02-11T11:00

Retirement will be your longest "vacation".  People rely on Social Security and pensions for steady income in retirement.  What if this doesn't cover your monthly expenses.  We call this your re...

Episode 44: Trust or Will - Which is Best for You from 2021-02-04T11:00

Today we will talk about the main differences between a Will and a Trust.  Our goal is to help you think about your options and help you determine which would be best for you.  Start thinking ab...

Episode 43: Overcoming Political Uncertainty from 2021-01-28T11:00

No matter how you voted, a lot of change is coming.  These changes have made many people nervous or fearful.  You can overcome this fear with a solid financial plan.

Key takeaways:

Episode 42: Taxes - The Cost of Paying Later from 2021-01-21T11:00

Getting a tax break up front when you contribute to your 401k, IRA, 403b, 457 etc seems like a great idea.  But is it? You decide after we walk through an example of paying tax now, or paying it...

Episode 41: Get Financially Healthy in 2021 from 2021-01-14T11:00

The beginning of the year often brings New Year Resolutions.  These often include focusing on improving your finances.  To help you with your resolutions, we will give you some tips for getting ...

Episode 40: New Year Tips from 2020-12-31T11:00

Many people become reflective as the New Year approaches.  We are going to talk about financial tips to implement before year end and how to position yourself for success in the New Year.

Episode 39: Financial Naughty or Nice List from 2020-12-24T11:00

If there was a Financial Santa Clause, would you be on his naughty or nice list this year?  We will ask some questions in this podcast so you can determine which list you are on.  And how you ca...

Episode 38: Lies People in Debt Tell Themselves from 2020-12-17T11:00

Most of us have had to get out of debt at some point in our lives.  There are valuable lessons to be learned in this process.  Have you heard or told yourself these "lies" when you are in debt?<...

Episode 37: Wisdom Series Part 10 - How to Approach Investing from 2020-12-10T11:00

We are all at different levels of understanding when it comes to how to invest in the stock market.  Today we will go over some basics you should know about.

Key Takeaways:

Episode 36: Wisdom Series Part 9 - Preparing for Rainy Days from 2020-11-26T11:00

Wouldn't it be nice if we never had financial "rainy days"?  But realistically you will, so ...

Episode 35: Wisdom Series Part 8 - How to get Properly Insured from 2020-11-19T11:00

What kinds of insurance should you have to help protect your assets and finances?  Today we ...

Episode 34: Wisdom Series Part 7 - How to Build and Track Your Credit from 2020-11-12T11:00

Your credit rating is an important part of your financial plan.  Do you know what factors affect your credit rating? How can you achieve an excellent credit rating?

Key Takeaways:

...

Episode 33: Wisdom Series Part 6 - How to Save Right for Retirement from 2020-11-05T11:00

When is the best time to start saving for your retirement?  And once you start, what ways are there to make the most of your retirement savings.

Key Takeaways:

1)  Start saving NOW...

Episode 32: Wisdom Series Part 5 - How to Shop Smart from 2020-10-29T10:00

Ever feel like shopping can be detrimental to your budget?  This week we share some ideas to help you shop smarter.

Episode 31: SMART Goal Setting from 2020-10-22T10:00

SMART is an acronym for effective goal setting.  Join us this week to find out how to successfully set goals that are: Specific, Measurable, Attainable, Relevant, and Time Bound.

Episode 30: Wisdom Series Part 4 - How to Amp Up Your Earning Potential from 2020-10-15T10:00

Are you looking for a higher paying job or looking for a pay increase at your current job?  We will talk about negotiating your salary, unemployment, and tips for asking for a raise.

Episode 29: Wisdom Series Part 3 - Keeping Debt at Bay from 2020-10-08T10:00

Learn some simple tricks on how NOT to fall into the debt trap.  Use loans smartly from mortgages, credit cards to student debt.

Episode 28: Wisdom Series Part 2 - How to Get Money Motivated from 2020-10-01T10:00

Do you have a hard time setting and keeping financial goals? The week we will share easy tips on how to get money motivated.

Episode 27: Wisdom Series Part 1 - Financial Basics from 2020-09-24T10:00

Do you know the financial basics? What easy steps will help you budget like a pro?

Episode 26: Price vs Cost from 2020-09-17T10:00

Is there value in paying more for a product or service?  Could focusing on the lowest price cost you more in the end?

Episode 25: Surviving a Layoff from 2020-09-03T10:00

What do you do if you have been laid off or furloughed due to the pandemic?  Don't panic and let us help you plan a successful outcome.

Episode 24: Beating Inflation from 2020-08-27T10:00

In today's low interest rate environment, how can you beat inflation? Where else can you turn when savings accounts, CDs and bonds are not keeping up with inflation?

Episode 23: Gold&Silver - What's the Big Deal? from 2020-08-20T10:00

Why has there been a sudden increase in precious metal values?Should I have part of my investment portfolio in gold or silver?

Episode 22: Investor Behavior&Portfolio Performance from 2020-08-06T10:00

The concept of efficient markets rests on the belief that investors behave rationally.  The statistics show that often investors do NOT behave rationally.  So how do you overcome irrational emot...

Episode 21: Long-Term Care Solutions from 2020-07-30T10:00

Assisted living costs average $5,000 per month nationwide, and nursing home costs average $7,000 per month.  What are the different ways you can plan for this expensive possibility?

Episode 20: 7 Thing to Try if You Regret Retiring from 2020-07-23T10:00

Do you find you aren't completely satisfied with your retirement?  After working for 40+ years, many people need something during retirement to stay busy.

Episode 19: Budget Busters from 2020-07-16T10:00

Today we are talking about ways your budget may be leaking money.  Do you have any of these "Budget Buster" expenses?

Episode 18: The Perils of Investing Mistakes from 2020-07-09T10:00

Investing in the stock market can lead to emotional decisions.  These emotions range from fea...

Episode 17: How Do You Choose a Good Advisor? from 2020-07-02T10:00

What should you look for when you have decided you need a financial/retirement advisor?  Choo...

Episode 16: What is Universal Life Insurance? from 2020-06-25T10:00

There are differing opinions on whether term or permanent insurance should be part of a solid financial or retirement plan. We will discuss what these are, how they work, and who are they design...

Episode 15: 401k Basics from 2020-06-18T10:00

What are the pros and cons of a company 401k?  On this podcast we will look at the basics of employer 401k's and address some of the confusion on how best to use a 401k to achieve your retiremen...

Episode 14: What are Annuities? from 2020-06-11T10:00

When you hear the word annuities, do you have an emotional reaction based on information you may have heard or read?  There are many myths and misinformation surrounding the topic of annuities. ...

Episode 13: Different Types of Retirement Plans from 2020-06-04T10:00

Does your employer offer a Defined Contribution or Defined Benefit plan?  Listen today to find out what these are and how they work.  We will also talk about Traditional versus ROTH IRA's. 

Episode 12: Advisory Fees from 2020-05-28T10:00

Do you know what fees you are paying on your investments?  There are up front fees, hidden fees, administration fees, commissions, and other fees.  Sometimes fees are easy to identify, and other...

Episode 11: The Psychological Phases of Retirement from 2020-05-21T10:00

Most people think of financial planning when they think of preparing for retirement. However, the psychological side of retirement is often overlooked.  When people aren't mentally prepared for ...

Episode 10: The Price of Carrying Debt from 2020-05-14T10:00

Debt can be a killer to solid Financial and Retirement Planning.  Student loan debt can derail your financial planning.  We will share with you some alternatives to creating a successful career ...

Episode 9: Are You a Contentrovert? from 2020-05-07T10:00

Some people are experiencing a mental toll during COVID, and the focus is shifting from the physical illness to the emotional downsides.  There are some positive habits you can form now that you...

Episode 8: The Best and Worst of COVID-19 from 2020-04-30T10:00

It seems everyday we hear negative and conflicting information on the news, Facebook, family and friends.  However there are also many positive things happening during this unprecedented change....

Episode 7: ROTH IRAs from 2020-04-23T10:00

Is a ROTH IRA a good idea for you? It depends on your situation. Kevin and Karin outline the benefits of a ROTH IRA and how it's different from a traditional IRA.

Episode 6: The CARES Act from 2020-04-16T10:00

Can you benefit from the newly passed CARES act? Kevin and Karin explain the details of the new legislation and how it could potentially affect retirement planning.

Episode 5: Wisdom Series - Confidence from 2020-04-09T10:00

If I could tell my younger self something I know now that I didn't know then, it would be it doesn't matter what other people think of you.  Confidence in how you are and who you are becoming ca...

Episode 4: Wisdom Series - Start Saving Sooner from 2020-04-02T10:00

If I could tell my younger self something I know now that I didn't know then, it would be to start saving sooner.  Developing a habit of consistent saving is more important than the amount.  So ...

Episode 3: Troubling Times from 2020-03-26T10:00

What do you do when life throws you a curve ball?  When troubling times hit, you often have no control over the events, but you can control how you react to them.  You can choose not to panic an...

Episode 2: Investing Basics from 2020-03-19T10:00

• Know your risk profile
• What is your investment time horizon?
• What is the Rule of 100? And how do we utilize this rule of thumb?

Episode 1: Financial Basics from 2020-03-09T10:00

• Pay yourself first
• Ways to help avoid debt
• Your emergency money doesn't need to be "dead" money