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Ep 47: Financial Lessons From Quarantine

Ep 47: Financial Lessons From Quarantine

As we see the world getting back to some form of normalcy, we are emerging with new habits we have gained over quarantine. Many families found themselves spending on just what they needed and not as much on what they wanted since everything was shut down. We want to look at some of the financial lessons that the lockdown and pandemic has taught us and why you may want to keep these habits up moving forward.

Ep 46: What Do I Do About Inflation?

Ep 46: What Do I Do About Inflation?

The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. As with any piece of news media, it’s important that we take a step back and look at what’s actually going on to see if it should be a top concern.

Ep 45: Personal Finance Stepping Stones, Part 2

Ep 45: Personal Finance Stepping Stones, Part 2

This is the second and final episode of our personal finances stepping stones series. Last time, we discussed the importance of getting debt payed off and starting your emergency fund. Once you pay off your short-term debt, you have freed up some extra income to do with as you please. Taylor and Brad will discuss some smart financial strategies with this newfound, extra capital and the importance of keeping the big picture in perspective.

Ep 44: Personal Finance Stepping Stones, Part 1

Ep 44: Personal Finance Stepping Stones, Part 1

It can feel overwhelming to know where to start when you are trying to get your personal finances in order. There are many popular financial talking heads promoting different methods and products, and it can be difficult to tell what is just noise. Taylor and Brad compiled a list of the most helpful advice they found to help you get started when organizing your personal finances.

Ep 43: What To Do With Your Stimulus Check

Ep 43: What To Do With Your Stimulus Check

A third stimulus payment recently went out to a large amount of Americans under the American Rescue Plan that was passed. The show has received a few questions about what to do with the stimulus money, so Taylor and Brad will run through some ways you can spend, save, or invest that money on today’s show.

Ep 41: Does An Annuity Fit Your Retirement Plan?

Ep 41: Does An Annuity Fit Your Retirement Plan?

Annuities are a hot topic in the financial industry. Some people talk about how much they love them, while others say to stay away from them at all costs. But which side should you believe? Today Taylor discusses the pros and cons to different annuities and how he has used them in his practice in a retirement plan.

Ep 39: Making Your Destination Postcard

Ep 39: Making Your Destination Postcard

We have made it to part 3 of our Retire ASAP Quickguide series! In our last 2 parts we discussed the importance of taking an inventory and analyzing our assets. The heavy lifting is done, and now we have to actually set a retirement date. It’s a simple concept, but change is difficult for many people. Especially after working for the majority of your life. Our conversation today focuses on the idea of visualizing what you want to do in retirement, and being able to smoothly transition into this next phase of life.

Ep 38: Retiring ASAP With A Portfolio Analysis

Ep 38: Retiring ASAP With A Portfolio Analysis

This is part 2 to our Retire ASAP Quickguide series. Now that we have taken inventory of our assets, we need to analyze them and see if they are still a good fit for our retirement plan. Taylor and Brad talk about how they analyze portfolios in their office, advisor fees, and a few more critical questions you should be asking yourself regarding to your portfolio.