2020-05

Ep 16: 5 Easy Ways to Ruin Your Retirement

When you spend a lot of time thinking about how to and when to retire, you don’t want to overlook these easy ways to ruin it! On today’s episode we highlight five ways you could ruin your retirement if you aren’t careful.
 
Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-16-5-easy-ways-to-ruin-your-retirement/1280/ 
 
Today's show schedule: 
2:45 - What are some easy ways to ruin your retirement?
3:24 - Treating retirement as a destination instead of a new phase in life.
5:30 - Thinking retirement solves all your problems.
7:08 - Assuming you can determine monthly spending habits based on life before retirement.
9:14 - Doing nothing and losing your sense of purpose and enjoyment through activities.
13:04 - Investing like you’re 35 when you’re 55 or 60.
15:10 - Office update: What to expect when working with Dale.

Ep 15: The Customer Isn’t Always Right

If you work with an advisor, are you expecting expert advice or are you expecting to be the one who is right all the time? It’s a relationship of trust as you make wise decisions together, but you might not always be “right” when it comes to making financial plans.
 
Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-15-the-customer-isnt-always-right-when-it-comes-to-financial-planning/1274/ 
 
Today's show schedule: 
1:20 - What is open right now under current restrictions?
3:27 - If the customer is “always right” then do you need an advisor? 
7:34 - What if you are set on a certain trend or investment?
9:21 - What if you don’t want to spend money on something like life insurance or long-term care coverage?
11:23 - Are you really listening to the professional advice from an expert?
12:50 - Follow-through is key.

Ep 14: The Financial Planning Olympics

Ready to suit up and compete in the Olympics? Since the 2020 Summer Olympics have been postponed, let’s keep the games going by applying it to the world of financial planing? Will your strategy and preparation help you succeed? Find out in today’s podcast!
 
Read more and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/how-would-you-do-in-the-financial-planning-olympics/1266/ 
 
Today's show schedule: 
0:51 - The summer Olympics have been postponed due to coronavirus.
2:31 - What would be included in the financial planning Olympics?
2:47 - Facing the marathon of inflation over the long run.
4:05 - Prepare for the hurdle of a recession.
5:59 - Make sure to keep the hidden fees down. 
9:06 - Can you balance on a thin line of diversified investments?
10:51 - Are you working as a unit like the synchronized swimmers?

Ep 13: Does Your Financial Plan Have Pandemic Paralysis?

Is financial fear and fatigue stopping you in your tracks? Let’s discuss some of the ways you can continue to move forward with your financial plan.
 
Read more and get additional resources here: https://retirementplaybookpodcast.com/investing/ep-13-does-your-financial-plan-have-pandemic-paralysis/1257/ 
 
Today's show schedule: 
1:03 - What is the latest response to the financial side of the response to coronavirus?
2:57 - Should you stop putting money into your 401(k) during this market volatility?
6:44 - Is it still worth meeting with an advisor now?
10:31 - Does this year’s retirement plan have to be put on hold?
12:32 - Are you scared to look at your accounts?