Ep 23: Are You in the Financial Red Zone?
On today’s episode of How Money Works, we’ll discuss the financial red zone. What is it, and what should you do if you fall in this category?
Ep 22: Clients’ Toughest, Most Unanswerable Questions
On today’s episode of How Money Works, we’re sharing some of the toughest, most unanswerable questions we get in the financial business. From healthcare to the stock market to taxes, we'll cover some important planning topics.
Ep 21: Financially Prepare For 2021
On today’s episode of How Money Works, we’re sharing advice about how to prepare financially for the year ahead.
Ep 20: How Can Late Bloomers Save More Money
When people come into our office and say they’re not ready for retirement and haven’t saved enough, here’s how we counsel them. On today’s episode of How Money Works, Craig and Jennifer Moser talk about late bloomers and how to help them.
Ep 19: Living the Dream in Retirement
What does “living the dream” in retirement mean to you? You can’t live it unless you know what it looks like.
Ep 18: Beware of These 5 Income Gaps
Let’s talk about income gaps in retirement. There are probably more gaps than you realize. On this episode of How Money Works, we’ll explain what they are and why you need to know about them.
Ep 17: Getting Couples on the Same Financial Page
Are you and your spouse on the same page when it comes to finances and retire-ment planning? On today’s episode of How Money Works, Craig and Jennifer Moser explain why it’s so important.
Ep 16: Pros and Cons of the 4 Worlds of Money
Do you know the four worlds of money and how they affect you? We break down the pros and cons of each.
Ep 15: What’s Your Spending Personality?
On today’s episode of How Money Works, Craig and Jennifer Moser break down the different personalities of spenders and how those traits could affect your retirement.
Ep 14: Financial Planning Personalities by Profession
People in certain professions tend to approach financial planning the same way as their peers. On today’s How Money Works podcast, we look at teachers, doctors, engineers and more. In our experience, people in certain jobs tend to approach financial planning the same way. On today’s episode of How Money Works, we explain some of the positives and challenges of advising people in different professions.
