The Retirement Huddle

The Retirement Huddle


Latest Episodes

Ep 73: Traditional vs. Roth
March 16, 2023

It seems that most people dont have a clear picture of whether they should contribute to a traditional IRA or a Roth. We are here to explain the difference between the two accounts and help you deter

Ep 72: Financial Wisdom From Yogi Berra
March 02, 2023

Yogi Berra was a sports icon and one of the most quotable people to ever live. And when we look at some of his quotes through the right prism, they can teach us some lessons about financial planning.

Ep 71: Putting Those Old Accounts to Work
February 16, 2023

If youre like most people, you probably have some financial accounts that you dont give much attention. The statements are just collecting dust in your file cabinet, but they might actually be hidde

Ep 70: Investing for Geniuses
February 02, 2023

People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. Today were looking at some common characteristics of highly intelligent peop

Ep 69: Retirement Vacation Planning
January 19, 2023

Most people spend more time planning vacations than planning retirement. It sounds ridiculous, but its absolutely true. Today, were going to trick you into planning for retirement by pretending to p

Ep 68: The Desire to Retire
January 05, 2023

Different people have different levels of desire when it comes to finding their retirement date. Today were exploring these different levels of desire. Which of these statements below sounds most lik

Ep 67: Financial Planning and Disney World
December 15, 2022

Disney World is a fun place, but it can also teach us a lot about financial planning. For instance, you might enjoy riding Space Mountain in the dark, but when it comes to you retirement plan, you don

Ep 66: Overrated Concepts in the Financial World
December 01, 2022

Many things in the financial world are critical to your future financial success. But not everything is all its cracked up to be. For example, saving money on taxes is wonderful. You dont want to p

Ep 65: Inheritance 101
November 17, 2022

Not everyone inherits money, but for those who do, there are some things you need to know. Today were answering some common questions we get about this topic. From tax implications to common mistakes

Ep 64: Retirement Planning With Mr. Miyagi
November 03, 2022

Do you remember the movie, The Karate Kid? Mr. Miyagi was the legendary Karate Kid mentor and famously said, Wax on. Wax off. He helped the karate kid, but his advice can also help you with your fin