Mar 28, 2024
We explore the top five non-money mistakes in retirement planning. We look at how retirement isn’t just about financial readiness but also about finding fulfillment and direction in life post-career.
We look at the significance of social engagement, staying physically active, maintaining a growth mindset, and...
Mar 21, 2024
In this podcast episode, hosts Joe Curry and Lindsay Wilson discuss common mistakes in retirement planning, cautioning against relying solely on advice from friends and family who may lack expertise in financial matters. They emphasize the importance of seeking professional guidance tailored to one's unique situation,...
Mar 14, 2024
In this podcast, Dr. Daniel Crosby joins Joseph to discuss the impact of behavioral biases on retirement planning. They delve into overconfidence as a key bias, emphasizing its role in risk-taking behavior and decision-making. Dr. Crosby advises automating financial processes and seeking professional guidance to bridge...
Mar 7, 2024
In this engaging podcast discussion, the speaker delves into the widespread shift towards subscription models, exploring how businesses and consumers alike benefit from this trend. The conversation underscores the convenience for consumers and improved cash flow management for companies, emphasizing the seamless...
Mar 4, 2024
Hosts Joseph and Regan examine how to handle inheritances. With the landscape of wealth transfer evolving rapidly, receiving an inheritance is not just a stroke of luck but a strategic element in financial planning.
They caution against hasty decisions and stress the importance of taking the time to assess goals...