The SOUND MONEY Investment Show

Retirement For A New Generation 18.02.2024 ↓

During this show, we’re going to examine how much retirement has changed in a short amount of time and how you can thrive in a new generation of retirement.

Your Retirement Planning Calendar 11.02.2024 ↓

Tired of feeling lost in retirement planning? Listen in as we break down essential tasks at various ages, guiding you from saving strategies to claiming Social Security, empowering you to confidently chart your path to a secure future. Don't wait, listen now and get ready to turn your retirement dreams into reality!

Confronting Market Volatility 21.01.2024 ↓

Learn strategies on how to better manage market volatility during retirement

The 6 Retirement Risks 14.01.2024 ↓

Learn to navigate the different types of financial risks that you are likely to face during retirement

When to Call it Quits (Determining When You Should Retire) 07.01.2024 ↓

Know the key factors to consider before choosing that retirement date.

Retirement Costs That You Should NOT Underestimate 31.12.2023 ↓

Understand the primary areas where people tend to underestimate their expenses in retirement.

Financial Planning Rules of Thumb – Are They Really Worth Using? 24.12.2023 ↓

Beware of using these financial planning myths and generalized rules of thumb when designing your plan.

10 Retirement Planning Tips for Women 17.12.2023 ↓

Understand the unique challenges that women face when planning for retirement.

10 Financial Goals to Hit Before Retirement 10.12.2023 ↓

The approach of a milestone birthday is a good reminder that, as life changes, so do your needs and circumstances.

Estate Planning Mistakes and How to Avoid Them 03.12.2023 ↓

How to ensure that your legacy is passed on in accordance to your plan, and as smoothly as possible.

Conversion Strategies to Consider 26.11.2023 ↓

Understand the various financial and tax strategies to take advantage of in today's market environment.

How to Create a Custom Retirement and Income Plan 19.11.2023 ↓

Know the advantages of having a custom plan that encompasses retirement and income.

Finding the Right Advisor in the Current Retirement Age 12.11.2023 ↓

Know the right questions to ask your advisor ( or prospective advisor) in today’s changing retirement landscape

How Behavioral Biases Can Affect Your Retirement Success 05.11.2023 ↓

Learn how to take emotion out of investing to help you succeed in retirement.

Risk, Reward and Safer Ways to Get More Out of Your Retirement Assets 29.10.2023 ↓

Despite the direct correlation between risk and reward... safer ways to efficiently improve retirement income do exist.

When to Call it Quits: Determining When You Should Retire 22.10.2023 ↓

Know the key factors to consider before choosing that retirement date.

Is a Pension Buyout Offer Right for You? 15.10.2023 ↓

Learn how to determine if the lump-sum vs. the annuitized (pension) option is right for your situation

6 Things to Teach Your Grandchildren About Investment and Retirement Planning 08.10.2023 ↓

If you knew then, what you do know now... would things be different?

Shocking Retirement Statistics (To Be Aware Of) 01.10.2023 ↓

Understanding the importance of planning ahead to avoid today’s daunting retirement statistics.

Retirement Tools vs. Retirement Strategies 24.09.2023 ↓

Does your retirement portfolio consist of a bunch of individual tools... or do you have a comprehensive retirement strategy?

6 Common Misconceptions About Retirement 17.09.2023 ↓

Learn how to avoid the common biases that could impact your golden years

Controlling Your Investment and Retirement Fees 10.09.2023 ↓

How to find, calculate and control your investment fees and expenses.

How to Set up a Retiree-Friendly Portfolio 03.09.2023 ↓

Make sure your portfolio (retirement nest egg) matches up with your lifestyle and risk tolerance

The 6 Retirement Risks 27.08.2023 ↓

Learn to navigate the different types of risks that you (and your money) are likely to face during retirement.

Retirement Costs That You Should NOT Underestimate 20.08.2023 ↓

Understand the three primary areas where people tend to underestimate their expenses in retirement