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Stop Talking About Tactics!
Behavior | Mindset

Stop Talking About Tactics!

Episode 85 | Choosing when to take Social Security may be the single biggest decision of your retirement! Ensure you are Maximizing Social Security.

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Will Social Security Exist When I Retire?
Retirement | Social Security

Will Social Security Exist When I Retire?

Episode 84 | Social Security is going broke! Will Social Security Exist? Let’s explore the problems with Social Security and options for fixing it.

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Should I Get Out of the Stock Market
Investing

Should I Get Out of the Stock Market

Episode 83 | Recession, Inflation, and a Frantic Bear Market. 📉 Is now the time to cut my losses and get out of the stock market?

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Get Notified? Nope!
Financial Planning

Get Notified? Nope!

Episode 82 | Do you get notified about the news? 🚨 Do you surrender control of your attention, mood, or investment outlook? Or do you stay focused?

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Stop Using the C-Word!
Investing | Mindset

Stop Using the C-Word!

Episode 81 | Insurance companies love to use the C-Word. They sell certainty. But while it can be sold, it cannot be delivered. Stop it! 🛑

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The New RetireMembership
Financial Planning

The New RetireMembership

Episode 80 | We have new membership benefits that are 100% free! Join RetireMembership to receive exclusive content and resources.

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It’s Too Late!
Investing

It’s Too Late!

Episode 79 | Don’t do it! 🛑 That hot stock, that rumor, that investing trend you want to try… Stop. By the time you hear about it, it’s too late.

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Is it Too Late to Invest?
Investing

Is it Too Late to Invest?

Episode 78 | As people age and approach retirement or the end of life, they often wonder, “Is it too late to invest?” Not if it is according to a plan. ✅

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How to Break Bad Financial Habits
Behavior | Habits | Mindset

How to Break Bad Financial Habits

Episode 77 | How do we break bad financial habits? 🤷‍♂️ Do one or more of the following: Make it Invisible, Unattractive, Difficult, or Unsatisfying.

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How to Build Good Financial Habits
Behavior | Habits | Mindset

How to Build Good Financial Habits

Episode 76 | How do we build good financial habits? 🤷‍♂️ Follow the four laws of behavior change: Make it Obvious, Attractive, Easy, and Satisfying.

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    • About
    • Podcast
    • Workshops
      • Investing Before And After Retirement
      • Maximizing Social Security
      • Reducing Taxes in Retirement
      • Estate Planning Essentials
      • Workshop Recordings
    • RetireMembership
      • Join RetireMembership
      • RetireMembership Access
    Search