Financial Forum Podcast

Building a retirement plan takes time, but your focus should start to narrow as you move closer to that big day. On this episode, we’re going to look at the different stages of planning from 15 years out all the way until that transition into retirement. Find out what you should be doing at each stage along the way.

 

Read more and get additional resources here: https://fortune-financial.org/ep-20-the-different-stages-of-retirement...

We all like to check our bank account and see a healthy number staring back at us, but at what point do you have too much cash on hand? Today we want to focus on the benefits of having cold, hard cash but also why it’s important to understand that too much cash will bring your portfolio down over time.

 

Read more and get additional resources here: https://fortune-financial.org/ep-19-how-much-cash-should-you-keep-in-your-portfolio/...

Mutual funds have long been a popular investment choice for people everywhere for a number of reasons, but is the landscape changing? We’ll explore the basics of mutual funds by explaining the key terminology associated with the investment and talk about the future of funds as a part of retirement strategy.

 

Show notes and additional resources: https://fortune-financial.org/ep-18-understanding-the-ins-and-outs-of-mutual-funds/ 

 

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Depending on who you ask, 2020 could be quite eventful. The year has already gotten off to busy start both nationally and globally, and we’ve gotten questions from people wondering how their retirement portfolios will be affected by the events around us. Let’s look at the top headlines for this year and whether they matter for your finances.

 

Show notes and additional resources: https://fortune-financial.org/ep-17-do-these-current...

When it comes to money, there are so many things that we have no control over. So why would we not take care of the things that are within our control? Today we talk about the ways people sabotage their own retirement and what you can do to avoid making the same mistakes.

 

Show Notes and Additional Resources: https://fortune-financial.org/ep-16-are-you-sabotaging-your-own-retirement/ 

 

Today's Rundown: 

0:17 – We’re talking about...

Retirement will look and feel different for everyone because each of us have different variables to consider. These variables make it a little more difficult to plan but that what makes the process more fun. On today’s show, we’ll explain why answers to these critical retirement questions vary from person to person.  

 

Show Notes and Additional Resources: https://fortune-financial.org/ep-15-5-variables-that-shape-your-retirement-p...

Think about those fortune cookies you crack open at the end of a Chinese dinner as you await that small bit of wisdom inside. We always apply those fortunes to our life, but what if we took those and used them for financial guidance?

 

Show Notes: https://fortune-financial.org/financial-fortune-cookies/ 

 

On This Episode: 

0:17 – What we do for lunch around the office and why it relates to our topic.

1:48 – First fortune: Crisis i...

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s discuss some of the areas where savers might make a few missteps so you’ll be better prepared in retirement.

 

Show Notes: https://fortune-financial.org/ep-13-a-message-to-the-good-savers/ 

 

On this episode: 

0:17 – What we’re talking about on this show and ...

Some of our earliest life lessons came from stories passed down from generation to generation. These classic fables have stood the test of time because the moral of each story can be applied to nearly every aspect of our lives to teach us what’s most important. We’re going to take four classic fables and find out how they apply to financial planning on this episode.

 

Show Notes: https://fortune-financial.org/ep-12-financial-lesson...

Retirement planning is a lot like a road trip. It takes careful planning, strategy, research, and execution. We’ll explore the similarities between the two and explain what you need to do to reach your final retirement destination on time and as planned.

 

Show Notes: https://fortune-financial.org/ep-11-the-retirement-road-trip/

 

Today's Rundown: 

0:42 – First thing you need to decide is where are you going?

2:46 – Next thing is y...

When it comes to investing, conventional wisdom guides a lot of our decisions and strategies. While it usually benefits it, conventional wisdom isn’t always black and white. Following this advice on real estate, debt, and retirement lifestyle might not be in your best interest. We’ll explain on this episode.

On this episode:

0:18 – We’re talking conventional wisdom today. 

0:34 – Conventional wisdom says you can’t go wrong with rea...

Chris has been a fan of The Beatles for a long time so we decided to make the connection between the Fab Four and Finance. Join us as we take song titles and explain how they apply to retirement planning.

On today's show:

0:18 – Let’s stick to the Beatles them we’ve talking about recently.

0:51 – Song: The Long and Winding Road

2:12 – Song: Taxman

4:09 – Song: Tomorrow Never Knows

5:55 – Song: When I’m 64

7:40 – Song: Help

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Everyone wants to feel more informed about their options when they’re making financial decision, but not all information is valuable. Let’s discuss the different types of research people are using to stay informed about retirement planning and whether it’s right for you.  

Today's rundown: 

0:18 – Let’s talk research on today’s show.  

1:08 – Who are the primary media voices that people refer to?

3:11 – What are the pros and cons i...

Much like chess, retirement planning utilizes multiple strategies to reach an end goal. Think about the way you use each piece and consider how that would compare to your different investments. On today’s episode, we’ll tell you what we think each piece represents in your portfolio.

Check out the full show notes by clicking here. ----more----

Today's rundown:

1:25 – Introducing why retirement chess is our topic this week.

2:12 – Th...

We see and hear a lot of things in our everyday life and in financial planning that people believe to be true, but that’s not always the case. From cheesy pick-up lines to longterm care in retirement, we spend this episode discussing whether these five specific actions actually work.

Check out the full show notes by clicking here. ----more----

Here's the rundown for today's episode: 

0:58 – Anticipating your life span based on how ...

Picking the right financial advisor can make all the difference in the world when you’re trying to reach your retirement goals, but not every person is created equal. In order to find someone that fits your personality, pay attention to these five red flags.

Check out the full show notes for this episode here. ----more----

Take a look at the full rundown below:

0:28 – Introducing the red flags and why they lead to the wrong fit wit...

Have you ever been told to put your emotions aside when it comes to money? Well, that’s not always the case for retirement. Your opinions – or financial feelings – can play a big part into your plan. By factoring those feelings into your future, you can set yourself up for a retirement that fits you best.

Listen to today's episode to learn more and click here to read the show notes. ----more----

Take a look at the full rundown for ...

Perhaps you’ve been building your nest egg for quite some time, but have you realized that retirement is about so much more than just your investments. Chris will talk us through five areas that require a bit of thought and some careful decisions to prepare you for a thriving retirement.

Full show notes: https://fortune-financial.org/ep-3-retirement-decisions-more-than-just-investments/

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Key Takeaways From This Episode:...

A lot of investors (and advisors) fall victim to fuzzy math in retirement planning. We’ll make sure you aren’t one of them on today’s show. Plus, we’ll answer two questions from local listeners about how to retire when you’ve done no previous planning and trying to understand the spousal Social Security benefit.

Full show notes: https://fortune-financial.org/ep-2-fuzzy-math-in-retirement/

 

 

Key Takeaways From This Episode: The Ma...