Plan Wise. Retire Free.

Finding Silver Linings In Unfortunate Financial Situations

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.

Important Links:

Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

The Bucket Plan with Jason Smith, Part 2

We continue our conversation from last time with Jason Smith. Today we look at how the bucket plan would hold up in an event like the 2008 market crash and when you should think about refilling your buckets.

Important Links:

Forbes Article: https://www.forbes.com/sites/advisor/2014/04/24/why-the-average-investors-investment-return-is-so-low/#2cf1802b111a

Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

 
 

The Bucket Plan with Jason Smith, Part 1

On today's podcast, we are joined by Jason Smith who is the chairman of Prosperity Capital and author of The Bucket Plan. We discuss how Jason got started with the bucket plan concept and his ideologies surrounding this type of planning.

Important Links:

Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

Paychecks & Playchecks with Tom Hegna

On this week's podcast, we sit down with well-known financial author and speaker, Tom Hegna. Tom discusses his book Paychecks & Playchecks and different methods that can generate a lifetime income stream.

Important Links:

Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

The Mailbag Show

We dedicate this week's podcast to questions from our listeners that we have received from our website.

Important Links:

Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

Excuses Why You’re Working With The Wrong Advisor

Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons.

Important Links:

Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

Why You Should Plan For Retirement With A Sense Of Urgency

Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency...

Important Links:

Website: PlanWiseRetireFreePodcast.com

Call: 800-779-4592

Exposing 401(k) Weaknesses

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b...or TSP...or 457 plan)

These Financial Things Are Underrated

This topic is simple. Things related to your money, finances, and retirement that should get way more attention and excitement. Let’s give them the love they deserve on this episode.

These Financial Things Are Overrated

Sometimes things get pushed or catch a lot of buzz in the financial landscape and they just aren’t all they’re cracked up to be. Let’s explore some of the things that might be sold to you as the greatest thing since sliced bread, but in reality it’s probably way too much focus and attention being paid to them.