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  • How to Handle a Bear Market

    How to Handle a Bear Market
    Jun 18 2022
    The possibility of a coming bear market has been in the news a lot lately, so during today’s episode we’re going to discuss what a bear market is and what you can do to help prepare yourself — and your assets — for one.
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  • Do you know your financial time horizon?

    Do you know your financial time horizon?
    May 28 2022
    During this episode, we’re going to examine short-term, medium-term, and long-term financial horizons and how you can operate within each.
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  • What the Fed rate hike means for you

    What the Fed rate hike means for you
    May 21 2022
    During this episode, we’re going to examine the fallout of the Fed’s recent rate increase and what it means for not only the economy but to the average person.
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  • The benefits of saving for retirement with a Roth IRA

    The benefits of saving for retirement with a Roth IRA
    May 14 2022
    During this episode, we’ll first examine some of the ways that Roth IRAs may be a good fit for certain financial strategies before pivoting to discussing some of the prominent financial scams that are currently making the rounds.
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  • 401(k) mistakes you should avoid

    401(k) mistakes you should avoid
    Apr 16 2022
    In this episode, we look at common 401(k) mistakes and what you can do to avoid them.
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  • Market Volatility

    Market Volatility
    Apr 9 2022
    We've seen a lot of market volatility. In this episode we talk about how it may be affecting your finances and retirement plans and what you can do about it.
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  • How to Cover College Costs for Our Children

    How to Cover College Costs for Our Children
    Apr 2 2022
    In this episode we discuss how you can help cover college costs for your children or grandchildren without jeopardizing your retirement funds.
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  • The Future of Medicare

    The Future of Medicare
    Mar 26 2022
    In this episode Peter talks about the importance of Medicare and healthcare planning as a part of your overall financial plan.
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    Weniger als 1 Minute