Your Retirement Playbook

Your Retirement Playbook


Latest Episodes

Volatile Income
April 30, 2020

Today we talk about being a single parent during Covid 19. Also, what does it take to "upgrade" your budget, and how difficult legacy planning and gifting can be during these strange times.

CARE Act and 401k
April 23, 2020

Today we talk about how the CARE Act influences your 401k, as well as the best way to make a charitable gift during the middle of a crisis! We also cover how investment statements work and how to deal with beneficiaries who are NOT equal.

Financial Upgrades
April 16, 2020

Today we talk about Roth Conversions, is it time for a financial upgrade, what is capitol loss harvesting, and what is the difference between a home equity line of credit and a home Loan...

The Care Act
April 09, 2020

Today we talk about the Care Act recently passed by the United States. We have experts on to talk about how business loans have changed, how student debt has changed, and how for the next few months at least... The financial world has turned upside down!

Federal Intervention
April 02, 2020

Today on Consider This Program we talk about Co-Signing, should you call your fiduciary if you find out from your doctor that you are not going to make it, and we cover the newest federal intervention as well as the recently passed stimulus package.

Crazy Economic Times
March 19, 2020

Today on Consider This Program we talk about the craziness currently consuming our economy due to the Coronavirus. We also cover low interest rates and what they mean to you, and why we LOVE Exchange Traded Funds!

Extreme Market Volatility
March 12, 2020

How are the Coronavirus and oil prices causing such extreme Market Volatility? And what can we expect going forward?

Talking About Finances
March 05, 2020

Today we cover such topics as how to talk to your parents about finances, why do life insurance premiums seem like a waste of money, and have you ever assumed something to be true and made an honest mistake? All this and more on Consider This Program!

Market Misbehavior - David Keller, CMT
March 04, 2020

Join Big Joe and David Keller, CMT as we discuss Market Misbehavior with insights into behavioral finance, how we think about our relationship with our money, finances and investments.

Budget For Retirement
February 27, 2020

Today on Consider This we talk about Caps, inherited IRAs, and how you should budget for retirement!