Where you live in retirement is a question just about everyone asks as that chapter of life approaches. The answer can be tricky—and it’s not just taxes and comfort you need to think about. In this episode, I share different ways to think about your retirement abode, and four questions to answer that put you …
The town I’m from is famous for a shovel innovation that changed agriculture forever. You’d never guess how much wealth was created from this idea nobody even thinks about today. In this episode, we discuss the folly of prediction when it comes to your retirement investments, and how your retirement account can benefit from innovation …
If you were kicking butt in your investments and savings, how would you interview potential financial advisors? In today’s episode, I share a story about a conversation I had with a prospective client that’s a cautionary tale to anybody interviewing financial advisors—especially if they’re having some success. This is a must-listen episode. EPISODE LINKSYou can …
We all came from somewhere. And in the hundreds of conversations I have with people about their finances every year, it’s incredible how many are “trapped” in a prison of their own making. In this episode, we dig into the root cause of this self-imposed prison, and how you can break free to enjoy the …
If you could get gas 10 cents cheaper across town or buy more convenient (and expensive) gas close by, what’s the better choice? How does this mindset impact your retirement? In this episode, we explore why the “Cheap Gas Effect” could fool you into thinking you’re doing more for your retirement than you are (and …
There’s a habit all of us find difficult which can be the difference between a well-funded retirement and a retirement that never shakes out how we want it to. In this episode, I reveal what this habit is, and why it’s so critical if you want to reach your financial goals. EPISODE LINKS You can …
As the point person on your retirement journey, you should feel comfortable talking to your financial advisor. Listen as we discuss when to call your advisor. You might be surprised at how often you should be talking. EPISODE LINKS You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential …
There’s a phenomenon I noticed years ago when pensions were still a thing that made people miserable, even when they were doing very well. In this episode, listen as we talk about one of the most surprising human traits and how to keep this “illness” from throwing you off-track. EPISODE LINKSYou can download a free …
You’d be surprised how many people in the financial industry toss around the term “fiduciary” with no concept of what it means (or its implications for you). In today’s episode, we’ll talk about what it means to be a true fiduciary, why you want to work with one, and markers to help you identify fiduciaries-in-name-only. …
Retirement doesn’t always mean bocci ball, Caribbean cruises, and gardening. Sometimes you “retire” a career and pursue a passion. In this episode, we interview a special guest who made the leap from a stale career to work that feeds his soul. Listen and discover what questions you need to answer, what to expect from friends …