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Ep 25: What Does the SECURE Act Mean For Your Retirement?

Ep 25: What Does the SECURE Act Mean for Your Retirement? The Concept: The SECURE Act took effect at the beginning of 2020 and it brought significant changes to retirement accounts. Let’s break down the new legislation and explain what it means to your plan....

Ep 23: Lies Learned in Broker School

Ep 23: Lies Learned in Broker School The Concept: A lot of financial professionals will tell you things that just aren’t true. That doesn’t mean they do it intentionally. Many times these professionals have been given talking points, which they might even feel to be...

Ep 21: Be Aware of Bias in Financial Media

Ep 21: Be Aware of Bias in Financial Media The Concept: We live in an era where everyone has a platform and it’s more profitable to be entertaining than to be informative. That’s led to bias in media and finance is no exception. Let’s take a look at the most common...