How much should I have saved? If you’ve ever asked that question, this episode might give you the insight you’re looking for. Join us as we explain the difference between the average and median, and then tell you how much experts think you shou

Ep 60: Insurance Terms You Should Know

Oct 8th, 2020 29m 28s

We all need insurance, but do you know what you’re paying for? Why is insurance so important? We dive into the things you really need to know about protecting yourself and your assets. Read more and get additional financial resources here:

Ep 59: Finding Your Purpose and Connecting with Humanity as a Business Owner featuring Melvin Young

Sep 24th, 2020 54m 58s

Today’s episode is a change of pace from what we usually cover on this show but we really wanted to sit down and talk with Melvin Young of Modewealth Advisors. He has a unique approach that centers around entrepreneurship, purpose, and humanity

Ep 58: Would You Pass The Investor Knowledge Quiz?

Sep 10th, 2020 30m 40s

Are you up to the challenge? Brian takes on the FINRA Investor Knowledge quiz on today’s podcast.Read more and get additional financial resources here: https://wp.me/paQKv1-e2 Watch the video podcast: https://youtu.be/hfQTvy7PAyQ

Ep 57: Can You Pass This Financial Literacy Test?

Aug 27th, 2020 25m 43s

A lack of financial education faces many people as they begin their working careers and start saving towards retirement. This leads to bad decision-making and a lack of awareness for how to best manage your money. On today’s show, we’re going t

Ep 56: Surprise Spending, Detours and Emergency Funds

Jul 2nd, 2020 26m 47s

Today we’re covering three different things that will all benefit you financially no matter where you are in the planning process and how you’re dealing with the coronavirus. Plus, we’re introducing a 30-day challenge that will help you track y

Ep 55: Launching an Independent Business Career with Taylor Jade

Jun 18th, 2020 33m 31s

Today we’re joined by Taylor Jade, an independent business woman making it on her own in Los Angeles. We talk about the journey, how to chase your dreams, her business strategies, and the financial lessons she applies to her life.Read more

Ep 54: The 6 P’s of Financial Success – Part 2, The External P’s

Jun 4th, 2020 30m 51s

It’s time to finish up our two-part series on the 6 P’s of financial success. Last episode we focused on improving yourself first. Now we turn to the final 3 P’s, which are all external – plan, preserve, and protect.Check out part 1 here:

Ep 53: The 6 P’s of Financial Success – Part 1, The Internal P’s

May 21st, 2020 30m 42s

The search for financial wisdom will lead you down a never-ending rabbit hole with all kinds of answers and tips, but we subscribe to the idea that financial success can be boiled down to six simple P’s. On part one, we’re looking at the first

Ep 52: When Zero Is Your Hero - Strategies for Limiting Losses

May 7th, 2020 33m 57s

The long bull run made a lot of people forget about the feeling of losing money but these turbulent times have reminded us that sometimes zero is your friend. Let’s talk the stats surrounding a correction and a bear market and what strategies y

Ep 51: The Airbnb Story & What it Teaches Us About Being Successful During Tough Times

Apr 23rd, 2020 22m 28s

History has shown us that some of the most successful companies in our country began during tough economic times. Today we’ll use the story of Airbnb, which came out of the 2008 crash, to find the lessons that we can use to be successful after

Ep 50: 5 Tips for Dealing with a Financial Crisis

Apr 16th, 2020 17m 1s

A lot of Americans have been hit hard on the financial side due to the coronavirus pandemic and need help navigating this uncertain time. Let’s talk about five steps you can take right now to improve your situation and set yourself up for a pos

Money Puzzle 49: 4 Ways to Handle a Crashing Stock Market

Mar 27th, 2020 20m 57s

One of our goals with the Money Puzzle podcast is to help people be financially confident. Well, the country is currently in the midst of full-blown coronavirus craziness and you may be wondering, 'Can I be financially confident?' Will I ever h

Money Puzzle 48: Understanding the Four Parts of Medicare

Mar 19th, 2020 24m 15s

Most retirees will depend on Medicare for the health insurance needs and it's important to understand your options. There are four parts to Medicare - A, B, C, D - and they all serve different purposes. Today we brought on a Medicare specialist

Money Puzzle 47: IRAs and Tax Time

Mar 12th, 2020 22m 13s

It’s time to talk about IRA’s. What’s the difference between traditional and Roth IRA’s and, since it’s tax season, how do they each affect your taxes? By now, you should have received your W2s and 1099s and be well under way towards filing you

Money Puzzle 46: News, Noise and the Coronavirus

Mar 5th, 2020 14m 25s

Unless you’ve been living in a cave for the past few weeks, you’ve probably heard about the Coronavirus. Even if you HAVE been living in a cave, you’ve probably still heard of it. The topic is dominating the news, the internet and the financial

Money Puzzle 45: 4 Big Investing Myths

Feb 27th, 2020 20m 58s

There is plenty of misinformation spread across the financial world. Unfortunately, many people base their planning decisions based on these rumors and myths. On this episode, Robert and Brian tackle four of the biggest investing myths so you d

Money Puzzle 44: Valentine's Day, Promises Kept, & Financial Planning

Feb 20th, 2020 16m 22s

In honor of Valentine's Day, which also happens to be the wedding anniversary for Robert and his wife, we talk about promises we make to our loved ones and how financial planning is one of those. This February, and every February, is “Insure Yo

Money Puzzle 43: Money Moves In Your 60’s – Part 3

Feb 13th, 2020 23m 19s

There are a lot of big mindset changes that need to take place in your 60s. You no longer have places to go unless you want to go. You’ve basically got 6 Saturdays and Sunday every week. You’re going into a whole new phase of life and a complet

Money Puzzle 42: Money Moves to Make in Your 60’s - Nos. 4-5

Feb 6th, 2020 20m 20s

Let's keep rolling through our 60s as we prepare to move into retirement by talking about money moves number four and five on our list. Get the show notes and video podcast here: https://wp.me/paQKv1-b9 If you missed any of our previo

Money Puzzle 41: Money Moves to Make in Your 60’s - Nos. 6-9

Jan 30th, 2020 16m 27s

All right, we finally made it into our 60’s and we are headed into retirement. You’re so excited I can hardly wait, BUT WAIT, there are still some very, very important things to get done this decade to MAKE SURE that your retirement doesn’t jus

Money Puzzle 40: Money Moves to Make in Your 50s – Part 2

Jan 23rd, 2020 15m 26s

We've traveled through four decades of life to reach the end of our 50s for this series on money moves. Last episode we discussed four of the moves you need to make before you turn 60 and this episode will wrap up the top 3. See the video an

Money Puzzle 39: Money Moves to Make in Your 50s - Part 1

Jan 16th, 2020 18m 42s

We started a series last year to break down the financial decisions and goals you should have for every decade of your life. Now we move into the 50s, where you start ramping up preparations for retirement. This is a great earning decade so let

Money Puzzle 38: The Only Financial Resolution You Need

Jan 9th, 2020 16m 27s

So here we are, kicking off 2020, which is crazy because I remember being scared about Y2K making my computers all stop working like it was just last year! But any way, it’s January and it’s time to get rolling into 2020.One of the big proble

Money Puzzle 37: Money Moves to Make in Your 40s - Part 2

Dec 19th, 2019 14m 57s

We move along in our series about how to be investing your money over each decade of your life. We started with your 20s, spent two shows on your 30s, and now we conclude our two-part show on your 40s. It's important to take advantage of this d