In this week's podcast, Brendan, Tim and Casey debate whether it is better to have more money saved in your retirement accounts or lower monthly expenses. They discuss the pros/cons of each and how these factor into making big decisions in retirement like...
In this week's podcast, Brendan, Tim and Casey discuss the most recent economic headlines including this week's inflation reading, last week's jobs report and Q2 earnings. The guys highlight a theme that's been apparent over the last couple of weeks... the...
In this week's video, Casey discusses two competing ideas when it comes to spending in retirement. Should you spend conservatively because of the unknown factors retirees face? OR! Should you spend your hard earned money while you are healthy and can enjoy it most?...
The first thing to know about saving for college is that it's never too early to start. The earlier you start saving (and investing) for your child's future, the more time and flexibility you allow yourself. Saving for college can be difficult for parents to do on top...
In this week's video Tom lays out what investors should be focusing on in a market like we've seen here in 2022. Warren Buffett said famously that "the stock market is a device for transferring money from the impatient to the patient". Tom discusses how we need to...
"If my required minimum distributions are 5% of my account, does that mean my account will be empty in 20 years?" In this week's podcast, Tom and Casey debunk this common misconception by explaining the math behind required minimum distributions. While you are...
In today's information driven world, it's crucial for stock market investors to get the right information and not get sucked into financial entertainment. The stock market pundits will always be telling you TO DO SOMETHING, even when they don't have your best interest...
A recent horror story came out about how over 1 million teachers have been misled about the amount of fees they've been paying in their retirement accounts. In this week's podcast, Tom and Casey discuss what other options teachers have and what steps they should...
Your lifestyle will largely dictate the financial "success" of your retirement. Which is true before retirement as well. If you spend more than you make, you will struggle financially. In a recent blog post, I wrote about how you need to plan for what lifestyle you...
Margin investing, or taking on debt to invest, is very risky. It always seems to gain popularity during market peaks. And make matters worse on the way back down. In this week's podcast, Tom and Casey discuss some recent events in the cryptocurrency space. We...
