Climbing the Wall of Worry in 2023
In this episode we talk about the debt ceiling, the market, interest rates and more!
May 20, 2023
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
Don't Take Your Eye Off the Ball
Keep your emotions out of your finances, but also don't get complacent with where your money is. Is your money keeping pace with the current returns, or is it stuck in an old fixed account that hasn't been changed in years?
Apr 29, 2023
Tax Perspective - History or Strategy?
In this episode Travis talks about why it's important to change your tax perspective and look forward as well as back.
Apr 15, 2023
Get the Financial Advice You Need
In this episode Travis looks at the first quarter, where we are headed now and why you need to have comprehensive financial planning.
Apr 08, 2023
Sobering Retirement Stats
In this show we talk about some eye-opening retirement statistics as well as other current financial issues.
Mar 25, 2023
Will the Market Derail Your Retirement?
What happens if there's a down year in the market right when you want to retire? We talk about this concern and ways to plan for it.
Mar 18, 2023
Have Your Cake and Spend it To
Finances can be complicated, especially if you want to keep as much of your money as possible and have a successful retirement. In this show we talk about strategies that may help you achieve your goals.
Mar 11, 2023
Dangers of Failing to Plan for Long-Term Care
It can be devastating if you do not plan ahead for long-term care. It can quickly deplete your finances and derail your families financial future. In this show we talk about what can happen and possible solutions to this problem.
Mar 04, 2023
Lack of Education Leads to Retirement Stress
An education about finances in retirement can mean the difference between success and failure. In this episode we discuss what you need to know and how it can help lead to a stress-free retirement.
Feb 25, 2023
State of the Financial Union
The State of the Union happened recently and Travis and Tony go over a few key points and what those may mean for you.
Feb 18, 2023
Financial Priorities
Should you sacrifice your own retirement to take care of adult children or your parents? We talk about that question and more in this week's show.
Feb 04, 2023
Effects of Inflation and Special Guests The Camilla Foundation
In our first segment we talk about the effects of inflation and how to deal with it. In our second segment we welcome special guest Scott Marchbanks of the Camilla Foundation to talk about the importance of what they do and how you can get involved.
Jan 28, 2023
Secure Act 2.0 & Roth Expansion
In this episode we discuss the new Secure Act 2.0 and the changes that affect your retirement savings and plans.
Jan 21, 2023
Listener Questions: Divorce & Paralysis by Analysis
In this episode we tackle listener's financial questions about divorce and paralysis by analysis keeping them from making the right financial moves.
Jan 07, 2023
The Gift of Peace of Mind
Having peace of mind with your finances and your retirement plans is one of the greatest things. We talk about strategies and tips to help you achieve that goal.
Dec 17, 2022
The Ghost of Retirement Christmas Past
You don't want to be haunted by the mistakes others have made in retirement planning, or the lack thereof. We talk about this and the things you must consider in planning for retirement.
Dec 03, 2022
Facing Our Fears in Down Markets
Keeping emotions out of investing is important. We talk about dealing with this past year of down markets and where to go from here.
Nov 19, 2022
Election Impact and Year-end Planning
We discuss the midterm election and it's impact, then talk about some key year-end planning tips.
Nov 12, 2022
Markets and Midterms
In this episode we help you make sense of what is happening with the markets and how the midterms could affect your finances.
Nov 05, 2022
Financial Questions From Listeners
In this episode we answer questions about 401(k)s, retirement income and more.
Oct 29, 2022
Are you Saving Too Much for Retirement?
How could you possibly be saving too much for retirement? Travis explains how and why with some important financial strategy tips.
Aug 27, 2022
Listener Questions on Retirement Planning
Travis answers listener questions about financial and retirement planning.
Aug 13, 2022
Retirement Expenses and Inflation Fears Explained
Today we talk about what to expect for expenses in retirement and dealing with inflation fears.
Aug 06, 2022
Are the Good Times Really Over for Good?
Recession, inflation, and the economy... is there any good news? Will things get better? We explore where we are at, where we are headed and tips for your financial future.
Jul 09, 2022
iBonds, Roths and Inflation
Where can you find safety and low risk during rising inflation and falling stocks and bonds? We talk about possible options.
Jul 02, 2022
Bears, Bonds, and Your Portfolio
With the markets dropping into Bear territory, you need a plan. In this episode Travis talks about mistakes to avoid and helpful tips to help navigate a bear market.
Jun 18, 2022
How Inflation, Taxation and a Recession Could Impact You
It's all happening, inflation, taxation, markets and the economy... how do you deal with it? In this episode we discuss what's happening as well as tips to help you and you finances navigate through the rough waters.
Jun 04, 2022
The Top Concerns for Retirees
We discuss the top concerns retirees have and ways to overcome them.
May 28, 2022
Where to find the right financial advice
You need to be careful where you go for your financial advice. Everyone's financial situation is different and therefore you will need specific financial information. On this show we talk about where to turn for solid and personalized information and strategies.
May 21, 2022
What's Wrong with Your Portfolio?
You need to make sure you have the proper balance and plan for your finances. In this episode we talk about helpful ways to possibly achieve that balance.
Apr 24, 2022
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