Where Should You Keep Your Cash?

Where Should You Keep Your Cash?

Subscribe: RSSWhere you keep your cash matters more in 2023 than in years past. One of the benefits of higher interest rates is that banks should be offering more attractive rates on things like savings accounts, money market funds and certificates of deposit. Tim,...
Always Assuming Average Returns Causes Mistakes

Always Assuming Average Returns Causes Mistakes

Subscribe: RSSOn this week’s podcast, Tom and Casey discuss the mistakes that are likely to happen if you expect average returns from the stock market each and every year. If you expect a smooth ride from the stock market, we’ve got bad news for you. The...
Why Your Net Worth is Important

Why Your Net Worth is Important

Subscribe: RSSOn this week’s podcast, Tom, Brendan and Casey discuss why folks need to know (and understand) their net worth. The guys cover how to calculate your net worth, what to include, how to value certain items and what your net worth says about your...
Is it Okay to Change Plans in Retirement?

Is it Okay to Change Plans in Retirement?

Subscribe: RSSEveryone has expectations for what they’ll do when they retire. But what happens if you get there and want to change plans? In this week’s podcast, Tom, Tim, Brendan and Casey discuss whether or not it is okay to change plans in retirement....
The Biggest Financial Stories of 2022

The Biggest Financial Stories of 2022

Subscribe: RSS In this week’s podcast, Tom and Casey recap the biggest financial stories from 2022. There was no shortage of things to talk about this year, from inflation and unprecedented interest rate hikes, to one of the most volatile years ever for the...
Changes are Coming to Retirement Plans

Changes are Coming to Retirement Plans

Subscribe: RSSIn this week’s podcast, Tim and Casey highlight the changes coming to retirement plans as part of a new bill being passed by Congress. The new rules being introduced largely benefit folks saving for retirement, but it’s important to...