The Financial Fundamentals Show: Recent Episodes
Alec
Want to learn about finance but looking to laugh and have fun at the same time? This podcast is geared for retirees and pre-retirees who want answers about everything financial related. If you are 50+, you will love this show. Its geared towards your needs and concerns. Learn tips on retirement, financial planning, generating income in retirement and more.
Congratulations. You just received a nice chunk of money. Now what? Should you spend it? Save it? Loan it? Burn it? Listen to this month's podcast to get ideas on what to do with your new settlement, lotto, inheritance or divorce assets.
There is a lot to know about Social Security. So much, in fact, that it may bore and confuse you to tears. However, the information is so crucial to your success in retirement. Take a listen to this podcast and learn common mistakes and strategies about America's financial safety net.
Divorce can be the best and worst thing that has ever happened in your life. Let's take lemons and make lemonade as we share some ideas on how to cope.
Did your parents talk about how hard life was when they were your age? Walking uphill, both ways, in the snow, barefoot? Well congrats! You may have it harder than they do now! Let's explore some of the differences between how your parents retired versus what you may have to contend with.
Yes, the rumors are true, there is life after a layoff. Join us on this episode of "The Financial FUNdamental$ Show" and let's get you back on track!
Rollovers aren't just for dogs. Humans can rollover, too! Listen to the many benefits of 401(k) rollovers and why they are so important.
You've heard the words before, but what do they really mean when it comes to investing? What strategy is best for you and why?
Ever wonder what High Net Worth Investors are doing that the rest of us are not? Are you curious about what other tools they have at their disposal? Take a listen to this episode where we discuss some other tools outside of the typical Stock/Bond allocation.
Annuities are not good or bad, they just "are." Find out why they are so controversial, what they are, how they work, and what they could mean for your portfolio.
Tax! That scary three letter word. Well, it's not all bad. Taxes pay for the infrastructure of our country, our roads, our... okay, yeah, you're right. Taxes stink. Let's talk about ways to mitigate those taxes and make your life a little more tax-free, shall we?
What is Inflation? What does it mean to you and your portfolio as an investor? Are we headed towards hyperinflation or deflation? Wha---aaat?! Everything you've wanted to know about inflation and more, check us out and have a great laugh and learn something new.
Ready to have some fun with retirement accounts? Did you know it is possible to have fun learning about retirement accounts? Ever wonder what a 401(k) really is? A SEP? Do you need a Roth? If so, why? How do you know if you are even eligible? What are the differences? Alec and Robyn do a funny "deep dive" into the world of Retirement Plans and give you all the information you need to know to best maximize your retirement.