Fact, Fiction, or Somewhere in Between

Don and Ashley start the conversation by breaking down the massive baby boomer generation and discussing what needs to be considered by middle and late baby boomers.  They devote the rest of the podcast in cutting through misinformation and declaring whether retirement statements are fact, fiction,…

Wisdom From Warren

Don and Ashley dissect some of the more notable quotes from legendary investor Warren Buffet.  They discuss some words of wisdom from the Oracle of Omaha in his overall investment mindset, his number one rule in investing, and what he means when he says his mistakes have been of omission.  Don and …

How To Overcome Financial Procrastination

Don starts with a look at a recent survey showing disturbing signs of insecurity among Americans approaching retirement.  Great suggestions are offered in helping to build confidence.  He also examines why people may procrastinate in implementing some good financial practices and discusses helpful …

Celebrity Financial Mistakes

We can learn from celebrities even when they make mistakes.  Ashley covers some bad celebrity financial moves from not having proper estate planning to overspending to getting in trouble over taxes.  She further gives tips on mistakes to avoid such as failing to have a tax plan, estate plan, or div…

Financial Words of Wisdom

Don and Ashley interpret quotes from George Foreman, Chris Rock, and Jonathan Clements and ties them into good retirement thinking.  2024 is the year of Peak 65. The largest number of Americans ever will reach age 65.   What should you be considering if you are nearing retirement?  That is also par…

Retirement in High Inflation, Interest Rates

Don and Ashley share insight into our current climate and factors to consider given higher inflation and higher interest rates.  They also break down a survey reflecting confidence levels of those in the Generation X and baby boomer generations. You can reach Don and Ashley at 800-514-4575. DNA W…

Play Retirement Millionaire

Don and Ashley take the hot seat in answering retirement questions to see if they can win all the “show money.”  Questions range from FRA for Social Security to Roth strategies and from contribution limits to tax considerations.  They then dive into five critical components of retirement financial …

Standard Retirement Rules

What are some of the standard retirement rules?  How have they withstood the test of time?  How could they be good starting points.  Don covers the 4 percent rule, the Rule of 72, the 60/40 Stock/Bond Rule, and the Rule of 100.  He also gives information on Social Security in the form of a quiz. Y…

Steer Clear of Retirement Potholes

What should you be considering now to help avoid retirement regrets?  Don and Ashley cover everything from proper savings strategies to strategies for couples and building a realistic spending plan.  They also break down a lot of the claiming rules and strategies with Social Security. You can reac…

You Only Retire Once

Don and Ashley discuss the strategies to give you confidence in your retirement plan.  These include eliminating debt and building your savings, having a sound retirement budget, a clear proactive tax plan, and maximizing Social Security.  They also talk about how cash flow is king in retirement an…