Simple Investing

Reality (Financial) TV

What would happen if we started a reality TV show for CPA's? We'll think up some challenges that we'd put them through and see what kind of financial lessons we can learn from this off-the-wall idea. We'll also give you a rundown on the ins and outs of income planning and the importance of rebalancing.

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Why Your Retirement Is Not A Game Show

Game shows are a lot of fun to watch on television, but when you turn your retirement plan into one, it's probably not a good thing. On this edition of the show, we'll discuss the perils of planning for retirement like you're a TV contestant. We'll also talk about strategies to prevent you from outliving your money, and we'll take your listener questions.

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The Beneficiary Mistakes You’ll Want To Avoid

One of the most common financial planning mistakes happens when people name their beneficiaries incorrectly. We'll uncover the multiple beneficiary mistakes people make and tell you how to avoid them, plus cover some of the planning details you should consider when major life events occur. And on this week's "Tales From The Tax Side", Tax Time = Happy Time? We'll see what that's all about...

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Christmas In… February?

Income statements can be difficult to read. We'll give you some tips to help you interpret those tricky statements, so that you can better plan for retirement. Finally, if you can believe it, some people are still packing up their holiday decorations. We'll show you how one famous Christmas tradition relates to the financial world.

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New Year’s (Financial) Resolutions

Let's face it. You've probably already broken your New Year's resolutions, so on this week's show we'll help you replace your original ones with some financial resolutions for 2017. Also, wouldn't it be nice to have a financial dashboard that lights up with indicators and warnings when your portfolio needs service? We'll point out some of the things you'll want to keep an eye on that might imply your financial plan needs maintenance. Lastly, we'll answer your questions and analyze some of the characteristics of people who are most satisfied in retirement and what we can learn from them.

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