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3 Ways to Cope with the Retirement Blues

Settling down for retirement after many years of work can feel like a sigh of relief, a moment to catch your breath and slow down. However, this shift in lifestyle can also bring up feelings of sadness, anxiety, and loss of purpose. Studies show [...]

Stock Market Shenanigans

Now that we are in the heart of football season, what can we learn from the game? Coach Brian is here to guide you through what you need to know when it comes to your financial plan. We compare different football analogies to retirement planning to help you understand where you’re headed and find out if you’re making the right decisions. But first, we answer some questions from the mailbag.

Can You Turn Investment Losses Into Tax Gains?

When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying on IRA or 401(k) withdrawals to cover your expenses, doing so when markets are down would decrease [...]

4 Unconventional Vacations and Relocations

As generations leave the workforce, retirement culture resets and reshapes in unique ways. You may have seen your parents choose to retire at home or in their community, but Baby Boomers have taken a different approach to retirement by relocating further from their hometowns [...]

What Football and Retirement Planning Have in Common

Now that we are in the heart of football season, what can we learn from the game? Coach Brian is here to guide you through what you need to know when it comes to your financial plan. We compare different football analogies to retirement planning to help you under-stand where you’re headed and find out if you’re making the right decisions. But first, we answer some questions from the mailbag.

Does the 4% Rule Really Work?

During your saving years, your main goal is to accumulate wealth so that you have the resources to achieve a comfortable retirement. But that is just half the battle. How you use your savings to cover your living costs is the real key to [...]

How Baby Boomers Have Redefined Retirement

Before your generation, retirement had long been perceived as a time when life took a downward turn. But thanks to baby boomers, this perception has radically changed. Baby Boomers have been cool kids since their inception: introducing rock n roll, pop culture, mainstream technology, [...]

Mailbag: Do I Need to Start a Budget Before Retirement?

No one likes to talk about a budget, but is it wise to start one before going on a fixed income in retirement? Brian talks about what a budget or a spending plan can look like and why it matters. From investing choices to small business decisions, Brian answers three questions on today’s show.

Rediscovering the Value of Yields in Recessions

For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which have grown to be among the largest companies in the world. And if you owned stock in [...]

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