Financial Forum Podcast

Financial Forum Podcast


Latest Episodes

Ep 11: The Retirement Road Trip
November 07, 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..

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

Ep #9: What Financial Wisdom Can We Gain from Beatles Songs?
October 03, 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.On today's show:0:18 – Let’s stick to t...

Ep #8: Doing the Research Before Making Financial Decisions
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.

Ep #7: Strategy in Chess is Much Like Retirement
September 05, 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 .

Ep #6: Do These Popular Beliefs Actually Work in Life and Financial Planning?
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 s.

Ep #5: 5 Red Flags to Watch For When Choosing a Financial Advisor
August 01, 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 fl.

Ep #4: How Your Financial Feelings Factor Into Retirement
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 .

Ep #3: Retirement Decisions: More Than Just Investments
July 03, 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 prep.

Ep #2: Fuzzy Math In Retirement
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 an.