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Recent Episodes

Ep 16: Are You Sabotaging Your Own Retirement?

By Chris Scalese | January 16, 2020

When it comes to money, there are so many things that we have no control over. So why would we not take care of the things that are within our control? Today we talk about the ways people sabotage their own retirement and what you can do to avoid making the same mistakes.

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Ep 15: 5 Variables that Shape Your Retirement Plan

By Chris Scalese | January 2, 2020

Retirement will look and feel different for everyone because each of us have different variables to consider. These variables make it a little more difficult to plan but that what makes the process more fun. On today’s show, we’ll explain why answers to these critical retirement questions vary from person to person.

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Ep 14: Financial Fortune Cookies

By Chris Scalese | December 19, 2019

Think about those fortune cookies you crack open at the end of a Chinese dinner as you await that small bit of wisdom inside. We always apply those fortunes to our life, but what if we took those and used them for financial guidance?

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Ep 13: A Message to the Good Savers

By Chris Scalese | December 5, 2019

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s discuss some of the areas where savers might make a few missteps so you’ll be better prepared in retirement.

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Ep 12: Financial Lessons Learned from Classic Fables

By Chris Scalese | November 21, 2019

Some of our earliest life lessons came from stories passed down from generation to generation. These classic fables have stood the test of time because the moral of each story can be applied to nearly every aspect of our lives to teach us what’s most important. We’re going to take four classic fables and find out how they apply to financial planning on this episode.

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Ep 11: The Retirement Road Trip

By Chris Scalese | November 7, 2019

Retirement planning is a lot like a road trip. It takes careful planning, strategy, research, and execution. We’ll explore the similarities between the two and explain what you need to do to reach your final retirement destination on time and as planned.

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Ep 10: Should We Follow Conventional Wisdom for Retirement Planning?

By Chris Scalese | October 17, 2019

When it comes to investing, conventional wisdom guides a lot of our decisions and strategies. While it usually benefits it, conventional wisdom isn’t always black and white. Following this advice on real estate, debt, and retirement lifestyle might not be in your best interest. We’ll explain on this episode.

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Ep #9: What Financial Wisdom Can We Gain from Beatles Songs?

By Chris Scalese | October 3, 2019

Chris has been a fan of The Beatles for a long time so we decided to make the connection between the Fab Four and Finance. Join us as we take song titles and explain how they apply to retirement planning.

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Ep #8: Doing the Research Before Making Financial Decisions

By Chris Scalese | September 19, 2019

Everyone wants to feel more informed about their options when they’re making financial decision, but not all information is valuable. Let’s discuss the different types of research people are using to stay informed about retirement planning and whether it’s right for you.

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Ep #7: Strategy in Chess is Much Like Retirement

By Chris Scalese | September 5, 2019

Much like chess, retirement planning utilizes multiple strategies to reach an end goal. Think about the way you use each piece and consider how that would compare to your different investments. On today’s episode, we’ll tell you what we think each piece represents in your portfolio.

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Ep #6: Do These Popular Beliefs Actually Work in Financial Planning?

By Chris Scalese | August 15, 2019

We see and hear a lot of things in our everyday life and in financial planning that people believe to be true, but that’s not always the case. From cheesy pick-up lines to longterm care in retirement, we spend this episode discussing whether these five specific actions actually work.

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Ep #5: 5 Red Flags to Watch For When Choosing a Financial Advisor

By Walter Storholt | August 1, 2019

Picking the right financial advisor can make all the difference in the world when you’re trying to reach your retirement goals, but not every person is created equal. In order to find someone that fits your personality, pay attention to these five red flags.

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Ep #4: How Your Financial Feelings Factor Into Retirement

By Chris Scalese | July 18, 2019

Have you ever been told to put your emotions aside when it comes to money? Well, that’s not always the case for retirement. Your opinions – or financial feelings – can play a big part into your plan. By factoring those feelings into your future, you can set yourself up for a retirement that fits you best.

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Ep #3: Retirement Decisions: More Than Just Investments

By Chris Scalese | July 3, 2019

Perhaps you’ve been building your nest egg for quite some time, but have you realized that retirement is about so much more than just your investments. Chris will talk us through five areas that require a bit of thought and some careful decisions to prepare you for a thriving retirement.

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Ep #2: Fuzzy Math In Retirement

By Chris Scalese | June 28, 2019

A lot of investors (and advisors) fall victim to fuzzy math in retirement planning. We’ll make sure you aren’t one of them on today’s show. Plus, we’ll answer two questions from local listeners about how to retire when you’ve done no previous planning and trying to understand the spousal Social Security benefit.

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