Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues....
Roger Whitney, host of Retirement Answer Man, shares his perspectives on helping individuals transition into retirement. Listen now and learn: How retirement differs from past generationsWays that planning beyond traditional financial models can improve retirement...
Last week the S&P 500 entered correction territory, which is defined as a 10% drop from the previous market peak. Listen now and learn: What recent losses mean from a historical perspectiveWhy Russia and Ukraine play a smaller role in the losses than you...
A conversation with Josh Bannerman, co-host of the mega hit podcast Stacking Benjamins. Although he chooses to be anonymous on his show, he is known for speaking freely about financial planning and investing. Listen now and learn: The story of how Stacking Benjamins...
U.S. inflation accelerated to 7.5% over the last 12 months. You don’t need to be an economist to realize that this headline number is a big deal for Wall Street and Main Street. But as someone who works on Wall Street and lives on Main Street, I’m here to tell...
Investors are seeing losses in their bond portfolio. Given how low interest rates are today, mistakes in your bond portfolio are more costly than ever. PIMCO’s David Braun helps us understand what’s going on in the bond market. Listen now and learn: What’s going on in...
