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The Lack of Transparency in the Investment World – 012

Let’s discuss the lack of transparency in the investment world and some ideas on how to fix it. We’ll also discuss the 4% withdrawal rule and how you need to be flexible when using it. Hit subscribe to join our personal finance unfiltered family so you can...

Horror stories from a 26-year Financial Advisor – 011

Over my 26 year career, I’ve encountered a lot of “characters” in my time.  Some were other advisors who mistreated their clients and others were clients who were a horror show.  I’ll be discussing several in today’s podcast....

Accessing your Retirement Accounts prior to 59 1/2 – 008

What are the best ways to access your retirement accounts prior to 59 1/2?  Also, there is a lot of talk about a future recession. We’ll discuss what a recession is and what normally triggers one. Hit subscribe to join our personal finance unfiltered family so...

Best States to Retire – 007

What are the best states to retire in? Some of these might surprise you.  Also, divorce and retirement. Two words that really do not go well together. Hit subscribe to join our personal finance unfiltered family so you can receive notifications on all future episodes....