

Retirement "The Big Game"
In this episode of The Money Professor, draws parallels between sports strategies and financial planning, emphasizing the importance of consistency and knowledge in achieving retirement goals. He discusses the cyclical nature of sports and how it mirrors the financial planning process, where evalua…

Get a Written Plan
In this conversation, Jackie Selby and Chris Longworth discuss the critical aspects of retirement planning, emphasizing the difference between having a retirement plan and a well-defined benefits plan. They explore common misconceptions about retirement expenses, the importance of tax planning, an…

Ready, Set, Retire
In this conversation, Chris Longworth, the Money Professor, discusses the importance of financial planning, budgeting, and overcoming fear in managing personal finances. He emphasizes the need for a structured approach to retirement planning, including understanding healthcare costs and long-term c…

Avoiding Retirement Mistakes
In this episode of The Money Professor, Chris discusses the common fears retirees face regarding their financial future, emphasizing the importance of education in making informed decisions. He highlights the risks of DIY retirement planning and the benefits of annuities as a stable income source.…

Investing in Retirement
In this episode of The Money Professor, Chris Longworth and Jackie Selby discuss the importance of continuing to invest even after retirement. They emphasize the need for financial education, understanding longevity risk, and the changes in 401(k) plans. The conversation also covers the significan…

One Word: Inflation
In this episode, Jackie Selby and Chris Longworth discuss the impact of inflation on financial planning, emphasizing the importance of cash flow and retirement strategies. They explore the concept of building a personal pension for guaranteed income, the significance of financial discipline in inf…

Year End Plan
As the year winds down, it's crucial to take a moment to assess your financial health and make strategic moves that can protect your wealth. In this episode of The Money Professor, host Chris Longworth emphasizes the importance of knowledge in financial planning and provides actionable steps to he…

A Well Structured Retirement Plan
In this conversation, Chris Longworth discusses the importance of having a well-structured retirement plan that aligns with one's lifestyle, longevity, and legacy goals. He highlights the common conflicts found in traditional retirement plans, such as growth versus protection and income versus lega…

The Decumulation Phase
In this conversation, Chris discusses the critical aspects of retirement funding, focusing on the importance of decumulation and income distribution strategies. He emphasizes the need for a defined distribution plan to ensure financial stability in retirement, addressing common pitfalls such as ove…

SECURE 2.0 Changes
In this conversation, Chris Longworth discusses the upcoming tax changes due to the Secure Act 2.0, emphasizing the importance of understanding the tax code and its implications for individuals over 50. He explores strategies for tax mitigation, including the benefits of Roth conversions and the i…