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In this week's podcast, Tom, Brendan and Casey discuss why a move in retirement is not a silver bullet that fixes high cost of living. What lifestyle your investments have to support is THE BIGGEST factor in the retirement equation. Moving in retirement is about more...

In this week's podcast, Tom, Brendan and Casey discuss the highest inflation reading in over 30 years. The guys share their thoughts on how to best handle inflation from an investing and financial planning standpoint. Nobody likes to pay more for everyday items. Tune...

In this week's podcast, Casey breakdowns three of the most popular misconceptions we hear about what inflation means for your investments. He highlights how stocks are the best inflation hedge we have. As well as touching on two common alternatives we often hear...

In this week's podcast, Brendan and Casey discuss the 5.9% cost of living adjustment (COLA) to Social Security checks starting in 2022. They breakdown how the COLA is calculated, how these adjustment are built into financial plans and so much more. Social Security is...

In this week's podcast, Tom, Brendan and Casey wrap up their discussion on whether or not target date funds are "good" investments for 401(k) investors. A recent Wall Street Journal article recommended recreating target date funds on your own. The guys breakdown why...

In this week's podcast the guys weigh in on whether or not target date funds are "good" investments for 401(k) investors. They get into what target date funds get right, what they get wrong and why understanding a 401(k) plan's default options are so important. Is...

In this week's podcast, Tom and Casey talk investing history and take a look back through the last four decades at the largest companies in the S&P 500. From the oil dominated Top 10 of the 1980's to the Tech heavy Top 10 of today. If there is one constant in...

In this week's podcast episode, the guys discuss why tax planning should be thought about in terms of lifetime tax, instead of year to year tax. Tax planning is so much more than focusing on reducing your tax bill as much as possible on a yearly basis. They get into...

In this week's podcast episode, the guys discuss making investing decisions and why following the latest and greatest trends might not be the best strategy. They cover everything from historical market context over the last twenty years, to how to construct a...

Expense ratios for mutual funds and exchange traded funds (ETFs) have been cut in half over the last twenty years. In this week's podcast episode, the guys explain what expense ratios are and why it's so important for investors to pay attention to them. Their...

The stock market (as measured by the S&P 500) has hit a new high in every month so far this year. But when you look under the hood, the average stock isn't doing as well. In this week's podcast, the guys dive into how an index like the S&P 500 can be pulled...

S&P 500 company pension funds have lowered their expected returns 10 years in a row. In this week's podcast episode, we breakdown what's contributing to the lowering of expected returns. And we explain why lower expected returns aren't necessarily a bad thing for...

In this week's episode, the guys discuss a popular stock market valuation metric, the forward price to earnings ratio. We first explain what the ratio is, what it measures, and how it's used. On a high level, it tells us how a company, or in this case the S&P 500...

In this week's episode, the guys discuss why having all your assets tied up in retirement accounts can complicate retiring early. They breakdown why having both pre and post tax assets is so crucial for those in their late 50's and early 60's. They also dive into the...

Do some bond yields seem too good to be true? Well, that's probably because they are. In this week's podcast, the guys discuss how "inflation protected" bonds are able to advertise yields that aren't necessarily real. Which leads them to discuss other inflation...

Robinhood, the online investing and trading platform, had their IPO (initial public offering) yesterday. In this week's podcast, the guys discuss the staggering numbers Robinhood had to disclose in order to file for the IPO. Some of these numbers are seriously out of...

It's said that credit rules the world. A line of credit can be a useful piece of your financial plan. But, it can be taken away at any time for no reason at all. So don't let credit rule your personal finances. In this week's episode, the guys discuss Wells Fargo...

In this week's podcast, Tom and Casey pull back the curtain and examine how financial calculators arrive at their results. Financial calculators, also known as retirement calculators, take a snapshot of where you are now and project it out into the future. Not taking...