Hindsight is 20/20: Avoiding Financial Mistakes in Retirement

Knowing what we know now, past decisions might have been made differently. As the saying goes, hindsight is 20/20. When it comes to investing money, you don’t want to make detrimental mistakes that will leave you wishing you’d made different decisions in the past. In today’s episode, we’ll discuss why you shouldn’t take the same financial risks in retirement as you might have in your 30s and 40s.

Mailbag: Do I have Enough to Retire with my Pension?

We all want to know that we have enough for retirement when the time comes. Brian an-swers a question from the mailbag from someone who previously thought she couldn’t af-ford retirement, but has since realized her pension would provide more than she thought. Is it enough to retire though? How do you figure that out?

Should You Have a Charitable Trust?

Some of the greatest coaches inspire their teams to do well. Today we look at quotes from famous coaches and apply the same wisdom to our financial lives. Then, we discuss the seven deadly sins and how to avoid them when saving, spending, and strategizing with your money.

Roth Conversions Before the End of the Year

Before we close out 2022, have you considered whether or not a Roth conversion is the right move for you? Brian talks a lot about Roth conversions on the show, and today gives examples of how it can pay off in the long-run. Then we talk about the reasons why people hold onto too much cash and how to invest it better.

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