Plan Wise. Retire Free.

The 5-Rule Market Crash Survival Guide:

So, we’ve all experienced what a market crash feels like in recent memory. If you had forgotten what it felt like in 2008, then 2020 should have been a sobering reminder of what it’s like to experience that sudden market drop. However, we can do follow some basic rules to ensure we don’t lose our shirts next time the arrow on the graph tumbles down.

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Planning For Widows With Dr. Kathleen Rehl, Part 2

This is part 2 of our conversation with Dr. Kathleen Rehl. On today's show we discuss the three phases that widows experience: grief, growth, and grace. We break these phases down not only in the emotional aspect, but also how it ties into finances as well.

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Website: PlanWiseRetireFreePodcast.com

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Planning For Widows With Dr. Kathleen Rehl, Part 1

Dr. Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she's passionate about inspiring other widows and their advisors.

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Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

Are You Paying Attention To Your Biggest Assets?

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?

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Website: PlanWiseRetireFreePodcast.com

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Good Intentions, Wrong Advice

We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it's more important than ever to discuss. You likely seek financial advice from lots of difference sources. Some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.

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Get The CARES Act PDF Here: planwiseretirefreepodcast.com

Call: 800-779-4592

The CARES Act

In wake of the financial impacts COVID-19 has had on the economy, Congress just passed a bill called the CARES Act. We talk about some of the things retirees and pre-retirees may need to know about the CARES Act as well as offer a free download to read through on our topic.

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Get The CARES Act PDF Here: planwiseretirefreepodcast.com

Call: 800-779-4592

The Worst Financial Product

OK, so there might not be such a thing as a “bad financial product”, but there are certainly inappropriate investments out there for people in certain situations. We’ll explore some examples of those kinds of situations on this episode and you might be surprised just how common it is for people to be invested in products that are ill-suited for their financial goals.

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Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

Solid Financial Truths

A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.

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Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

Everything You Need To Know About Roth Conversions

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept...

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Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

All About The Benjamins – Is “Cash” Good Or Bad?

Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on hand? We’ll explore that idea and other pressing questions about the role that cash plays in financial and retirement planning.

Important Links:

Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592