Plan Wise. Retire Free. Podcast.

The Roth Guy

We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.

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Episode #12: 50 Shades Of Gray Area

Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion.

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Episode #10: Risk Tolerance

Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk tolerance.

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Episode #9: What It’s Like To Be A Client

We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a
financial advisor.

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Episode #8: Mailbag

On this episode we take questions from listeners all over Florida. We’ll discuss safe investing versus growth, identifying fiduciary advisors, and more.

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Episode #7: You’ve Lost That Financial Feeling

Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation.

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Episode #6: Settle the Debate

Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds and annuities. And we’ll try to answer why there are so many different opinions on these concepts.

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Episode #5: The Complications Of An Early Retirement

An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications presented when you retire early. Let’s tackle what early retirement means for most people and how you can put together a realistic plan to execute it if it’s the right decision for you.

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Tax Tips to Implement Before Year End

Do you ever look at your tax return and wish you could turn back the clock to implement some money-saving strategies BEFORE it was too late? 25 year CPA Neil Narveson shares some great ideas you can put into play before the year end that might save you some money come tax time! Air date:

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Make Your Life Less “Taxing”

How is the tax system set up and what’s the best way to save money on taxes? What will change if the proposed tax overhaul gets passed? Sandy Botkin, CPA, Attorney, Author, and CEO of the Tax Reduction Institute answers all these questions and more! Air date: 2017-12-11

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College Admissions Secrets Revealed

If you tell a car salesman exactly what you want, you probably won’t get a discount because he knows you’re not shopping around. Did you know that colleges are the same way? Educational Consultant Coy Howe reveals insider secrets to college admissions, and how you can get on the right track to finding the best

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Ask the Right Questions

Get our complimentary guide, The 10 Questions You Must Ask Your Financial Advisor. It’s a fantastic place to start when choosing an advisor.