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Is it Time to Take Cash Off the Sideline?

By |2024-02-15T17:09:39+00:00February 15, 2024|Investment Management, Podcast, Tax Planning|

We’ve been getting questions lately from people with a lot of money sitting on the sidelines. They’re waiting to jump back in the stock market when they feel comfortable but timing the market is incredibly difficult.

The Future of Retirement In America: Is The Glass Half Full or Half Empty?

By |2023-11-02T15:07:46+00:00November 2, 2023|Podcast|

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care.

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The Universal Truths in Retirement

By |2023-10-03T15:21:17+00:00October 5, 2023|Podcast|

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Today we’re going to tell you about the things that everyone will need to take into account when planning for their retirement.

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The Domino Effect: How One Mistake Can Ruin Your Retirement Plan

By |2023-09-07T14:03:10+00:00September 7, 2023|Podcast|

Ever heard of the domino effect? Well, in retirement planning, just one misstep can topple your entire future. Today, we'll explore the key areas that need careful attention to ensure a solid retirement plan.

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How Bonds Work: What Retirees Need to Know

By |2022-10-27T17:21:34+00:00October 27, 2022|Podcast, Uncategorized|

There is a lot of noise in the media about bonds currently. Many are wondering if they should stay in bonds, how safe bonds actually are, and what voices they should listen to for advice. Every situation is different, so you should always speak to an advisor.

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Ep 8: How Do We Create Predictable Income?

By |2022-10-27T13:23:48+00:00May 7, 2020|Her Wealth Matters Podcast|

We’re living in a unique period of time where uncertainty seems to be the driving force across many sectors. The health crisis has forced us all to make changes to our daily lives and our finances, and that has a lot of people thinking about ways to generate predictable income. Let’s explore this idea by looking at ways this is done but identifying reasons why this might not always benefit you.

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Ep 7: Social Distancing for Your Money

By |2022-10-27T13:23:51+00:00April 16, 2020|Her Wealth Matters Podcast|

We’re all doing our best to take the social distancing guidelines to heart by changing the way we’re living right now, but let’s take a break from the seriousness of it all with a lighter discussion on separation. What would that look like if social distancing was applied to your financial planning?

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Ep 3: How Emotions Impact Financial Decision-Making

By |2022-10-27T13:24:05+00:00February 20, 2020|Her Wealth Matters Podcast|

A lot of people like to think they’re making decisions based on logic and facts, but the truth is emotions typically play a role in our decision-making process. As you can imagine, we have many strong feelings when it comes to our money and that can become a problem for your retirement plan.

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