The True Cost of Portfolio Income
In this episode Travis digs into what you actually pay for income from your portfolio as well as important strategies to help deal with this.
Apr 23, 2022
Navigating Your Retirement
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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Episodes
Retirement Changes
In this episode we continue our discussion about the new Secure Act 2.0 and talk about more of the changes that will affect your retirement savings and income.
Apr 09, 2022
The Secure Act 2.0
In this episode we discuss the new Secure Act 2.0 and look at the pros, the cons, and the changes that could affect you and your finances.
Apr 02, 2022
Social Security and The Markets
In this episode we talk about the important role of Social Security and how to maximize it, as well as the markets and what they've been doing.
Mar 26, 2022
Dealing with Inflation and the Markets
Inflation continues to rise and markets are volatile. In this episode Travis talks about mistakes to avoid and how to help protect your retirement savings.
Mar 19, 2022
Planning Issues for Spouses and Their Beneficiaries
In this episode we dive into the planning issues that many couples face with their finances and their legacy.
Mar 05, 2022
More Questions from the Audience
In this episode Travis answers your financial questions.
Feb 26, 2022
Answering Your Financial Questions
In this episode Travis answers more of your questions about financial and retirement planning.
Feb 12, 2022
Markets, Taxes and Your Retirement
In this episode Travis answers your questions and about the markets, taxes and more.
Feb 05, 2022
The Dangers of Sequence of Returns Risk
In this episode Travis talks about the markets and strategies to deal with volatility, as well as the importance of understanding the sequence of returns risk.
Jan 29, 2022
Start the New Year off Right!
Getting your finances in order for the new year is important. In this episode Travis talks about what's ahead and what you need to be doing to optimize your financial picture.
Jan 22, 2022
What is your S.W.A.N. plan?
Wouldn't it be great if you didn't have to worry about your finances regardless of what the happened with the economy and the market? In this show Travis talks about the SWAN plan.
Dec 18, 2021
Have the Retirement Dominos Fallen?
Have you tried to set up all the financial dominos so you'll have a successful retirement? What happens when one gets knocked down? In this episode Travis Chance talks about ways to have a sold financial plan for retirement.
Dec 04, 2021
Don't be a Retirement Turkey
In this episode Travis talks about year-end financial and retirement planning. From Roth IRA's and tax strategies to getting the help you need.
Nov 27, 2021
The 5 P's of Retirement
In this episode Travis talks about the 5 "P's" of retirement - important things to know and do to help you have a successful retirement.
Nov 13, 2021
End of Year Checklist & Listener Questions
In this episode Travis answers listeners questions about taxes, finances and more. He also looks at what you need to do before the end of the year.
Nov 06, 2021
Too Much Financial Hubris
In this episode Travis talks about how to cut through all the noise about inflation, taxes and more.
Oct 30, 2021
Markets and Investments
In this episode Travis welcomes special guest Michael Binger, president of Gradient Investments to talk about where we are at and where we are headed.
Oct 16, 2021
The 3 Types of Money
Did you know there are 3 types of money? In this episode Travis talks about each of them and why it's important to make sure you have the proper balance.
Oct 09, 2021
Top 3 Current Risks to Your Retirement
What are the biggest risks to your retirement funds and plans? Whether you're saving for retirement or already in retirement, Travis talks about the risks you need to be aware of and prepared for.
Sep 25, 2021
The Wall of Worry Continued
In this show we continue our discussion on retirement concerns and Travis talks about possible solutions to help put the worry to rest.
Sep 18, 2021
How To Climb the Retirement Wall of Worry
In this episode Travis talks about strategies to deal with the roadblocks to a successful retirement.
Sep 11, 2021
3 Types of Retirement Income Plans
In this show Travis talks about the 3 types of retirement income plans, how they work and how to find out which one may be right for you.
Aug 21, 2021
Listener Questions - It's a doozy!
In this episode Travis answers questions from listeners.
Aug 14, 2021
How Do I know if I've Saved Enough for Retirement?
One of the biggest questions people have is whether or not they have enough savings to retire. In this episode we discuss ways to make sure you have enough and to know what your amount is.
Aug 07, 2021
Estate Planning Questions with attorney Jeffrey Williamson
In this episode Travis welcomes special guest Jeffrey Williamson of Williamson Law Group to discuss estate planning and what you need to know.
Jul 24, 2021
Working Years, Retirement and Taxes
In this episode we discuss financial tips for your working years, your retirement, and preparing for higher taxes.
Jul 17, 2021
Pre-planning for Retirement
Planning ahead for retirement is something we should all do, and we know that, but actually doing it in advance is where so many of us fail. In this episode Travis talks about what you need to know about pre-retirement planning and how to get started.
Jul 10, 2021
Answering Your Financial Questions
In this episode Travis tackles tough financial questions to help you better prepare for your future.
Jul 03, 2021
Roth Conversions
In this episode Travis talks about the wisdom of Roth Conversions, when they make sense and how they can help you.
Jun 26, 2021
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