Surprise! You're Retired

Retirement is full of surprises. How we deal with them could impact the success of our golden years. We break down the certainty of uncertainty in retirement. Also, Is your 401(k) doing all it can for your retirement? That depends. There’s good news and not so good news Reach out to Aaron and Rebe…

Ponzi Schemes and Their Devastating Impact

The conversation revolves around the topic of Ponzi schemes and their devastating impact on individuals and families. The hosts discuss their cross-country bike ride to raise awareness about Ponzi schemes and support victims. They also touch on the topic of Social Security and the confusion surroun…

Misconceptions About Retirement,

When operating off generalizations or misconceptions about retirement, you can truly set yourself up for a dangerous and rocky detour along the road to retirement. To clear up any confusion, let’s dive into a few common financial planning misconceptions to avoid on your journey.  In addition ,the l…

The Biggest Financial Regrets

The hosts discuss a bicycle ride they are doing to raise awareness and funding for families affected by Ponzi schemes. They also talk about the importance of planning for retirement and avoiding financial regrets. The conversation touches on topics such as credit card debt, market volatility, and t…

Is Inflation Blowing Up Your Carefully Planned Budget?

In this conversation, the hosts discuss five important questions to ask your advisor about inflation and its impact on retirement plans. They cover topics such as long-term financial planning, debt management, monthly budgeting, cash flow, and emergency savings. They also address the impact of infl…

No Mulligans in retirement planning.

Lessons from the golf course can be applied to retirement planning. Key takeaways include: don't get too focused on immediate results, look for solid and tried-and-true strategies, choose the right investments at the right time, avoid hazards and stay disciplined, and save a percentage of income ba…

Bad Financial Planning on Social Media

The hosts discuss the dangers of financial advice on social media, particularly on platforms like TikTok. They highlight the prevalence of misleading information and the lack of qualifications of many financial influencers. They emphasize the importance of seeking advice from trusted professionals …

Tips For Your Retirement Roadtrip

The conversation covers various topics related to retirement planning, including rate adjustments, the state of the economy, refinancing investments, the 4% rule, and the services provided by Interstate Business Management. The hosts also answer questions about robo-advisors, lost investment accoun…

Financial Spring Cleaning

In this conversation, Aaron and Rebecca Novinger discuss the importance of spring cleaning your financial plan. They provide practical steps to refresh your budget, build an emergency fund, handle debt, review your tax plan, make intentional investments, and consult with a financial advisor. The co…

Setting Up Kids and Grandkids for Success

In this conversation, the hosts discuss various financial planning topics, including determining SSI withholding, appropriate tax rates for retirees, and the importance of a comprehensive financial review and planning. They also provide contact information for further assistance. Reach out to Aaro…