Ep.82 – Rescuing Retirement with Teresa Ghilarducci and Tony James

At a time when Congress can’t seem to agree on much, lawmakers are acknowledging that the main retirement savings vehicle, the 401(k), needs some fixing. Before you get too excited, the changes being considered are more like touch ups, rather than a complete renovation.

Bonus Call: Why You Need Life Insurance

At what point should you consider purchasing life insurance? And what kind? Term, whole life, etc? That’s what we’re discussing today with Gabriel from D.C.

Ep.81 – The Positive and the Possible with Donna Orender

Interviewing business executives and leaders is one way I grow and learn. Especially when talking to women business leaders, I find that I walk away encouraged and enlightened. And of course, I especially enjoy it when one happens to be my friend.

Bonus Call: How to Invest Extra Money

Having some extra money to invest, and not knowing what to do with it, is what I like to call a good problem to have! That’s the case with Kelly in Atlanta, who’s sitting on 125k with no short term needs on the horizon.

 

Ep.80 – Robots, AI, and Automation with Darrell West

Okay, so maybe we’re not yet living in a world that looks like the movie Terminator, but it’s safe to say that changes are coming to the workforce as we know it. Robots, artificial intelligence, and driverless cars are no longer things of the distant future. They are with us today and will become increasingly common in coming years, along with virtual reality and digital personal assistants.

Ep.79 – MarketSnacks with Nick Martell and Jack Kramer

Nick Martell and Jack Kramer spent their early days working in finance but quickly realized something was missing. It wasn’t they wanted to do. So they started side hustling, while still working at two different Wall Street banks.

Bonus Call: Should I Use Roth 401(k)?

It’s becoming more and more common for workplace retirement plans to offer a Roth 401(k) option. The next question is whether or not you should be using it. That’s what Shirley wanted to know on the latest BONUS call.

Ep.78 – Annuities and Three Questions You Should Ask

Today, my old pal Gary Schatsky is in the house to talk about the industry, the state of fiduciary and one of the most oversold/misunderstood products, annuities. Gary is a practicing financial advisor who was way ahead of his time by championing comprehensive fee-only services for individuals, which at the time was almost unheard of.