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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 receive...

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. Also, 5 things that can blow up your...

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 you can...

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...

Investment Fees: What do you REALLY pay? – 006

What do you really pay in investment fees? We'll look at the fees that products charge, brokerage firms as well as advisors. Also, Screw keeping up with the Joneses. Most of the time they are broke anyway. Hit subscribe to join our personal finance unfiltered family...

Why Annuities Get a Bad Rap – 005

Why do annuities get a bad rap?  There are a few reasons why and we'll discuss those. Also, what are the two stages of investing? Hit subscribe to join our personal finance unfiltered family so you can receive notifications on all future episodes. Listen and Subscribe...

Conflicts of Interest in the Investment Industry – 003

After spending 24 years as a financial advisor, I've seen a few conflicts of interest in my day and I'm going to share those with you. Also, are you a spender or a saver? Why is it important to figure it out. Hit subscribe to join our personal finance unfiltered...

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