In this episode, Lon explains why a financial advisor could be important to reaching your goals. Don't forget to like, share, and reach out to us with any topics that you would like to see discussed. Enjoy!

Technology and Investing

Nov 29th, 2023 17m 30s

The world of technology is always changing. In this episode, Lon discusses the pros and cons of the technological world when it comes to your Investments. Like, comment, and share with your friends! Enjoy!

How Strong is the Dollar?

Nov 14th, 2023 16m 33s

In this episode, Lon discusses all of the current circumstances surrounding the US dollar. He goes in-depth on the rumors of de-dollarization, China and Russia, and much more! Be sure to share the podcast and feel free to email Lon with future

Who Should We Listen To?

Oct 29th, 2023 18m 53s

There is a lot of "noise" in the financial world. Financial advice can come in many forms and it's important to distinguish between the good and the bad. In this episode, Lon breaks down who you should and shouldn't be listening to.

Questions to Ask Your Financial Advisor

Oct 15th, 2023 17m 26s

In this episode, Lon discusses a few great questions to ask your potential financial advisor. Lon gives great insight into how to ask these questions, what to look for in an advisor, and more!

Recession, To Be or Not To Be

Sep 29th, 2023 27m 37s

In this episode, Lon discusses the rumors of a dreaded recession. He goes in-depth to explain what a recession is, what signs to look for, and more! If you enjoy the podcast please reach out with any topics you would like to hear about.

Financial Myth Busting

Jun 16th, 2022 22m 6s

In this episode, Lon debunks some of the more common financial myths we hear from the media, friends, and even family. In the process of becoming a smarter investor, it's important to recognize these myths. If you or anyone has any questions or

The Process in Your Financial Plan

Aug 13th, 2021 16m 32s

In this episode we discuss what goes into making a financial plan. Lon goes into detail about setting financial goals, proper investment allocation, how to plan properly, and much more! If you enjoy this episode be sure to check out previous ep

Your Behavior Matters

Jul 1st, 2021 22m 20s

In this episode we discuss how your behavior in the markets can affect your financial outcomes. Lon discusses how to properly react to the media and crises in the markets, how to form the proper mindset for investing, and many more topics. Enj

Finally, my suspicions are confirmed...

Feb 24th, 2021 15m 5s

In this episode of Emotional Wealth, we focus on a recent white paper that was done by the National Bureau of Economic Research entitled “Why is all Covid-19 News Bad News?”, which explores the media biases during the Pandemic. We also discuss

Fallacy of Safety

Feb 15th, 2021 12m 12s

I think we can all agree that 2020, so far, has been one big dumpster fire. Never have I ever looked more forward to an end-of-the-year New Year’s celebration as I have this year. And its only August! Every Dec 31st, New Year’s Eve revelers

Great Unknown In Retirement

Feb 1st, 2021 13m 50s

We talk about one of the biggest unknowns in retirement – It’s psychological impact. Finding your personal “why” in retirement may help you transition to a happy and healthy retirement. I share some practical ideas that may help you find your

A Year Of Lessons

Jan 13th, 2021 15m 14s

I think that we all can agree that 2020 had its share of challenges. No matter the person, nor the circumstance, we may not have all been in the same boat, but we certainly were in the same storm. The gambit of the reasons for our struggles l

I Choose Hope...

Nov 20th, 2020 17m 56s

Many people have no idea who Tom Clancy was, nor what he did. He was neither a politician, a philosopher, or a hero. He was very simply a voice of hope, when none existed. Who exactly was Tom Clancy you ask? Well, Mr. Clancy was an American

Part II: What's Important To Know About Social Security?

Oct 6th, 2020 20m 49s

Part II of this Emotional Wealth podcast titled, "What's Important To Know About Social Security," will walk you through the options and strategies available to you on a Individual, Spouse, and Survivor Benefit level along with concrete example

Careful . . . Your Confirmation Bias Is Showing

Oct 5th, 2020 15m 16s

In this episode, we explore the psychology of being a long-term investor by digging deeper into confirmation bias. Confirmation bias as become so prevalent in today’s highly charged political climate, that the long-term, patient goal driven in

Part I: What's Important To Know About Social Security?

Sep 28th, 2020 16m 50s

Emotional Wealth Podcast - #1 Social Security, by Lon W. Broske, CFS®, CFP® .This podcast "What's Important To Know About Social Security," will walk you through the basics and give you some insight and strategies on how and when might be a goo

"Investors who are Proactive vs. Reactive"

Jun 23rd, 2020 10m 31s

In this addition of Emotional Wealth we discuss;The difference between Proactive vs. Reactive.Having an emotional, knee-jerk response to short-term eventsTaking an educated and intelligent non-emotional approach in analyzing the impact to thei

"Should I Make a Roth IRA Conversion?"

Jun 19th, 2020 26m 21s

What are the mechanics behind a Roth Conversion?Mechanically, this strategy involves converting savings from a pretax retirement account, such as 401(K) or a Traditional IRAs, to a tax-free Roth IRA.What are the primary items to consider?Curren

Three Types of Bear Markets - 2020

Jun 4th, 2020 9m 16s

Three Types of Bear MarketsHere's what you will learn: Structural Bear Market: Learn how Structural Bear markets are triggered and how they are defined. How do structural imbalances and financial bubbles play a part in this type of bear market.

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