Ep 43: Financial Bots are Here
The Setup: Have you ever plugged your financial info to a website and gotten a retirement projection? As technology improves, how much can you trust these bots? Ben tried it for himself and got surprising results. We’ll share those plus talk about how useful these...Ep 41: Do You Lack Confidence to Retire?
The Setup: The turbulence of 2020 might have you questioning just how close you are to retirement. That’s a common feeling for many people but today we’ll share a story about a client that came in without much confidence in retiring and left with the plan to quit...Ep 40: Retirement Projections, Diversification & Other Mailbag Questions
The Setup: It’s time to answer your questions once again on the podcast. Today we’ll cover, retirement projections, proper diversification, how much you’ll need for retirement, a surprise inheritance, and working while earning Social Security....Ep 39: Potential Hidden Gems in Your Financial Portfolio
The Setup: If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better...
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