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Check out the show notes related to specific episodes below…
The Three Rules of Investing

Is investing easy or difficult? Like most things in life, it isn’t either/or; it’s both/and. The rules of investing are simple to understand, and most are able to accept them. However, it’s a different thing…

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 42: Physical Fitness In Retirement With Crossfit Wooster Head Coach Clay Ream
Ep 42: Physical Fitness In Retirement With Crossfit Wooster Head Coach Clay Ream

We’ve discussed many times on the show, the necessity to stay active with your mind in retirement, but it doesn’t hurt to also be physically active as well. We sit down with Clay Ream on today’s show to talk about his journey with physical fitness and how Crossfit exercises can be modified to meet you where you are.

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 40: GameStop, Bitcoin, & Vegas
Ep 40: GameStop, Bitcoin, & Vegas

Taylor and Brad discuss the recent stock market madness involving Gamestop, as well as the trend of bitcoin trading.

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.

Ep 37: How Taking An Inventory Can Jumpstart Your Retirement
Ep 37: How Taking An Inventory Can Jumpstart Your Retirement

2020 is finally behind us and with a new year comes new goals. We are kicking off a 3 part series called the Retire ASAP Quick Guide that’s aimed to help you jumpstart your retirement. Today we focus on the importance of keeping an inventory of what you have. This is crucial when planning for retirement so you know where you are at currently and what steps you need to take in order to achieve your goals.

Ep 36: 4 Things To Set You Up For Financial Success In 2021
Ep 36: 4 Things To Set You Up For Financial Success In 2021

As the year winds down, it’s important to set ourselves up for success not only in personal growth, but also with our finances. 2020 has been a rollercoaster of a year with many events no one could have predicted, and having a financial plan helps protect your portfolio when these unforeseeable moments transpire. Taylor and Brad talk today on what you can do starting now to help set you up for a great 2021 no matter what may happen in the new year.

Ep 35: A Purpose In Retirement – A Case Study With Brad Fike
Ep 35: A Purpose In Retirement – A Case Study With Brad Fike

On the last podcast, we talked about the need to have a purpose in retirement in order to get the most enjoyment out of it. It’s no doubt that purpose takes on many different forms in our lives and often we have more than just one purpose. On today’s episode, Taylor asks Brad what he wants his retirement life to look like and the specific goals that he has.

Ep 34: Getting To A Meaningful Retirement, Part 1
Ep 34: Getting To A Meaningful Retirement, Part 1

It’s not uncommon to see people work hard for many years in order to reach for the ultimate goal of retirement. But what will your purpose shift to once you reach that goal? Taylor and Brad sit down to talk about why you need to have a purpose in retirement and not just live to complete the mundane aspects of life.

Ep 33: How To Afford A Nursing Home Without Going Broke
Ep 33: How To Afford A Nursing Home Without Going Broke

Long-term care is a subject that most people don’t like to discuss. Many don’t think that they will be put in that situation, but that couldn’t be further from the truth. Taylor and Brad break down what potential options are out there for long-term care and the situational circumstances to each choice.

Ep 32: The Presidential Election and Your Retirement
Ep 32: The Presidential Election and Your Retirement

This year’s election is on the horizon and many people have strong emotions and opinions going into it. Emotions can take over during this time and cause people to make unwise financial decisions. Taylor and Brad discuss the behavioral side of finances and why you shouldn’t pull your money out of the stock market during volatile times.

Ep 31: Designing An Income Plan To Last
Ep 31: Designing An Income Plan To Last

In order to retire comfortably and confidently, you need an income plan to carry you through retirement. Often times, people have a certain number they would like to reach before they can retire, but other considerations need to be included such as risk and your goals. Taylor and Brad talk about the variables that make up a great income plan that will help get you through retirement.

Ep 30: How To Be A Successful Investor
Ep 30: How To Be A Successful Investor

The media loves to spread the idea that it’s possible to get rich quickly by investing in a couple of companies. But the truth is that becoming a successful investor is a longer term process and very few people feel that instant gratification. Taylor and Brad discuss some of the ways the media tries to get you to invest emotionally and why having a professional guide you through the noise is imperative.

Ep 29: Can You Retire Tax-Free?
Ep 29: Can You Retire Tax-Free?

One of the most overlooked parts of retirement planning is taxes. Do you know how taxes will affect your retirement savings, or your Social Security benefits? Tune in to find out what strategies can reduce your taxes in retirement, or even allow you to retire tax-free.

Ep 28: John Russell Home and Auto Insurance
Ep 28: John Russell Home and Auto Insurance

On this episode we invite John Russell to the podcast. John is a Farmers Insurance agent who specializes in home and auto insurance. Taylor and John talk about his philosophy and the importance of working a professional who has your best interest in mind.

Ep 27: Affordable Healthcare Before Medicare
Ep 27: Affordable Healthcare Before Medicare

Some people have an ambitious goal to retire early, but there are considerations we need to take into account. What if they retire before they are able to qualify for Medicare? Taylor and Brad will talk about different plans that are available for people in this exact situation.

Ep 26: When Should I Take My Social Security?
Ep 26: When Should I Take My Social Security?

As the years have gone by, Social Security has become more complex and complicated. Knowing when it’s appropriate to start taking Social Security is a crucial part of any retirement plan. Taylor and Brad talk about many considerations that you need to work out with your advisor before you make that important decision.

Ep 25: Things To Consider When Buying A House
Ep 25: Things To Consider When Buying A House

For many people, a house is one of the biggest purchases they will make in their lifetime. So it’s important to know what is expected in the buying process. Taylor and Brad have recently gone through the home buying process and they discuss what that looked like for them on today’s show.

Ep 24: Should I Own Real Estate In My Retirement Plan?
Ep 24: Should I Own Real Estate In My Retirement Plan?

Many pre-retirees wonder if part of building a successful and diverse portfolio includes real estate. Taylor and Brad will dive into the pros and cons of owning real estate and investing in real estate to help you determine what’s right for your particular portfolio.

Ep 23 :Talking to Your Spouse About Retirement With Torrey Fike
Ep 23 :Talking to Your Spouse About Retirement With Torrey Fike

We invite a very special guest to this week’s episode, Taylor’s wife, Torrey Fike! Many people do not know how to bring up the conversation of retirement to their spouse, or the right questions to ask. So in light of this, Taylor and Torrey have an honest conversation about what they want retirement to look like.

Ep 22: Should I Pay Off My Mortgage Before I Retire?
Ep 22: Should I Pay Off My Mortgage Before I Retire?

This episode kicks off a new 3-part series on home ownership. One of the most common concerns that pre-retirees encounter is paying on a mortgage in retirement. Taylor and Brad will give us the pros and cons of this situation and will also talk about a recent client that had this same concern.

Ep 21: Can You Still Retire This Year?
Ep 21: Can You Still Retire This Year?

It’s no secret that the media has been sensationalizing the recent drops we have witnessed in the market and now many people are worried they will not be able to retire for another 5-10 years. Taylor and Brad will explain the different types of market recoveries and how they are helping their clients figure out if they can still retire this year.

Ep 20: The Best Strategy For Withdrawing Income From Your Portfolio
Ep 20: The Best Strategy For Withdrawing Income From Your Portfolio

There’s a lot of misleading information floating around about overly simplified strategies for withdrawing income in retirement. So what is the best method for withdrawing your income, and how much money is safe to withdraw in these volatile times? Taylor and Brad will help clear the air and get you back on track with your withdrawal strategy.

Ep 19: How To DESTROY Your Retirement
Ep 19: How To DESTROY Your Retirement

During these uncertain times with the coronavirus pandemic, it’s easy to panic and make rash, emotion-based decisions with your finances. So let’s talk about what to do, what not to do, and how to keep calm during this volatile market period.

Ep 18: Tax Planning, Part 3
Ep 18: Tax Planning, Part 3

Today’s episode is going to wrap up our conversation on tax planning. We look at the different types of tax preparers and what situations call for each type. In addition, we look at what differentiates a reactive versus a proactive tax planner.

Ep 17: Tax Planning, Part 2
Ep 17: Tax Planning, Part 2

This is our second installment of our tax planning series. On this episode we will focus on how to leave money to your beneficiaries in a tax efficient manner. We also discuss how recent news has affected the market in a negative manner and why a plan is important in order to sustain drops like this.

Ep 16: Tax Planning, Part 1
Ep 16: Tax Planning, Part 1

Tax season is officially upon us, so we are kick-starting a two part series on taxes. Today we discuss some misconceptions about that refund check many individuals may be receiving and we will also look at different investments and how taxes apply to them.

Ep 15: The Retire ASAP Process, Part 3
Ep 15: The Retire ASAP Process, Part 3

This is the final part of us breaking down our Retire ASAP Process. We focus on a fictional client couple and talk through how we would guide them through our process and how they can keep their plan flexible.

Ep 14: The Retire ASAP Process, Part 2
Ep 14: The Retire ASAP Process, Part 2

On today’s show, we discuss step 2 of the Retire ASAP Process. Now that we have evaluated what we want out of retirement, it is important to take inventory on what we already have in order to work towards our goals.

Ep 13: The Retire ASAP Process, Part 1
Ep 13: The Retire ASAP Process, Part 1

It is important to know what you want out of retirement and to be able to set some goals for yourself when you are in this phase of life. Brad Fike joins us on today’s show to discuss the first step of the retirement planning process when you work with Fike Advisors.

Ep 12: Goal Setting For The New Year
Ep 12: Goal Setting For The New Year

As the end of the year comes to a close, many people like to set goals for the upcoming year. Today’s show focuses on a few steps that might make achieving your goals for the new year a little easier.

Ep 11: RMDs
Ep 11: RMDs

Today’s show revolves around required minimum distributions. Taylor will break down what this term means, how it works, and possible problems people may run into when dealing with this facet of the financial world.

Ep 10: Attitude Of Gratitude
Ep 10: Attitude Of Gratitude

As we get into the holiday season, you may hear more people talking about the importance of gratitude. It is important to keep this same idea when it comes to your finances. Perspective matters when it comes to investing and Taylor will help explain how a change in attitude can positively affect your financial life. There is no doubt that life can take many unexpected turns. Getting laid off from your job, a family emergency, so many different scenarios can happen throughout the course of your life. Today’s episode focuses on the importance of making sure that your financial plan is flexible enough to accommodate for these unexpected life events.

Ep 9: When Life Ruins A Financial Plan
Ep 9: When Life Ruins A Financial Plan

There is no doubt that life can take many unexpected turns. Getting laid off from your job, a family emergency, so many different scenarios can happen throughout the course of your life. Today’s episode focuses on the importance of making sure that your financial plan is flexible enough to accommodate for these unexpected life events.

Ep 8: How To Handle Market Declines
Ep 8: How To Handle Market Declines

We are in an uncertain time period with all of the political tension and negative news coverage surrounding the markets. It is important to understand the reality of declines that happen when you are investing. Taylor will discuss historic trends surrounding market declines and give advice on how to stay calm when these declines arise.

Ep 7: How To Create A WINNING Budget
Ep 7: How To Create A WINNING Budget

Budgeting can seem to be such an important part of life. People usually need to budget for items such as houses, cars, and children. It can be overwhelming to think about being able to afford these costly expenses. Let’s break down a few budgeting techniques that might help you save for your next big purchase.

Ep #6: Portfolio Design – Measuring Risk
Ep #6: Portfolio Design – Measuring Risk

This episode is the third installment of the Portfolio Design series. Risk is a huge factor to consider when designing any portfolio, but how do you know if you’re taking on too much, or too little risk? Taylor explains a few factors to consider and some ways to even calculate the risk in your portfolio.

Ep #5: Portfolio Design – Why International?
Ep #5: Portfolio Design – Why International?

We continue our discussion last week on how to design a portfolio. This time we key in on international investing. There are a plethora of articles that explain why you should not invest in international companies. Do these articles have a point? Taylor will discuss what exactly comes with international investing and how it might affect your portfolio.

Ep #4: Portfolio Design – Benefits Of A Market Correction
Ep #4: Portfolio Design – Benefits Of A Market Correction

Do you wonder what investments you should or shouldn’t be in? We’ll talk about some of the details behind that conversation as we analyze how to design a portfolio. And a market correction might sound like the kind of thing that would impact your financial plan poorly. However, we’ll talk about some of the benefits that come along with a market correction on today’s podcast.

Ep #3: The Power Of Tax-Free Income: Frequently Asked Questions
Ep #3: The Power Of Tax-Free Income: Frequently Asked Questions

Hopefully after our last two episodes, you’re really starting to see the benefits of tax-free income. So now, we’ll take a look at some of the most common questions Taylor receives about tax-free investments. What’s the best way to convert your IRA into a Roth? How long should that process take? When you start withdrawing from your investments, which should you dip into first: taxable or tax-free? Taylor will tackle these questions and much more.

Ep #2: The Power Of Tax-Free Income: Social Security And Health Insurance Savings
Ep #2: The Power Of Tax-Free Income: Social Security And Health Insurance Savings

On our previous episode, we discussed the importance of having tax-free income in retirement. But now, let’s dive a little deeper. Taylor will show us how both your Social Security benefits and your health insurance premiums can be affected by the amount of tax-free income you have — or don’t have — in retirement.

Ep #1: The Power Of Tax-Free Income: Long Term Roth Benefits
Ep #1: The Power Of Tax-Free Income: Long Term Roth Benefits

When in comes to retirement planning, it’s crucial to understand how taxes will affect you now and in the future. So let’s take a look at some of the most common retirement savings accounts out there, how their tax advantages vary, and how you can set yourself up for tax-free income down the road.

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