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Ep 54: Five Outdated Financial Strategies

The Setup: Just like technologies change and become outdated, so do some retirement planning strategies. Let’s look at five financial strategies that have become obsolete. https://mcdn.podbean.com/mf/web/g3vr6c/054_-_BEN_SCHROCK_-_OBSOLETE_PLANNING_IDEAS9475e.mp3...

Ep 24: Lies You Might Hear from a Financial Professional

The Setup: A lot of financial professionals aren’t always completely honest. It’s not that they intentionally want to mislead you, but there are talking points many brokers are given that aren’t completely true. Sometimes they might even believe these sentiments, but...

Ep 19: Understanding the Basics of Mutual Funds

The Setup: No matter how long you’ve been investing, you’ve probably decided to put some portion of your money into mutual funds. They’ve always been a popular investment option, but how well do you understand the product? Let’s take some time to understand the common...