Financial Forum Podcast

Financial Forum Podcast


Latest Episodes

Ep 21: Things People Think They Know (But Don’t!)
April 02, 2020

When it comes to your financial plan, are your plans based on financial expertise or your assumptions? Its hard to recognize our own weaknesses or deficiencies, but in reality, there are many key are

Ep 20: The Different Stages of Retirement Planning
March 19, 2020

Building a retirement plan takes time, but your focus should start to narrow as you move closer to that big day. On this episode, were going to look at the different stages of planning from 15 years

Ep 19: Cold Hard Cash
March 05, 2020

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 mu.

Ep 18: Mutual Funds 101
February 20, 2020

Mutual funds have long been a popular investment choice for people everywhere for a number of reasons, but is the landscape changing? Well explore the basics of mutual funds by explaining the key ter

Ep 17: Do These Current Events Matter for Retirement Planning?
February 06, 2020

Depending on who you ask, 2020 could be quite eventful. The year has already gotten off to busy start both nationally and globally, and weve gotten questions from people wondering how their retiremen

Ep 16: Are You Sabotaging Your Own Retirement?
January 16, 2020

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 .

Ep 15: 5 Variables that Shape Your Retirement Plan
January 02, 2020

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 .

Ep 14: Financial Fortune Cookies
December 19, 2019

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:...

Ep 13: A Message to the Good Savers
December 05, 2019

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 .

Ep 12: Financial Lessons Learned from Classic Fables
November 21, 2019

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 imp.