Our 2 Cents – Episode #091 Planning for Life’s Unpredictable Events Steve and Gabriel are covering a lot of great topics on this week’s podcast episode. They’re sharing ways to plan ahead for the unknown, and how doing so can bring you some peace-of-mind in retirement. Plus, steer clear of these expensive cities and financial scams in retirement! How Can You Plan for These Unpredictable Events?: When is the next market crash going to happen? What will healthcare costs look […]

Our 2 Cents – Episode #090 Economic Predictions and Happiness Indicators Welcome back to a fresh new episode of Our 2 Cents! On the podcast this week we are discussing a few economic projections that we think might be possible this year. Next, we talk about the findings from a recent study on investors. Then we wrap things up by saving a great listener question for last. Economic Predictions for this Year: GDP Growth Forecast – do we see a recession on the […]

Our 2 Cents – Episode #089 Don’t Fumble in the Retirement Red Zone We’ve been following playoff football (even without the Bears) and it got us thinking about the “Retirement Red Zone” and why it’s critically important to not make a financial fumble when you’re so close to the finish line. Next, we had Steve and Gabriel separately fill in the blanks on some financial potpourri, we’ll compare their answers and see why they chose what they did. Join now to […]

Our 2 Cents – Episode #088 “The Great Resignation” is Upon Us It’s a new year and we have fresh new show topics to look forward to on the Our 2 Cents podcast! First we’re diving into “The Great Resignation” movement and what to keep in mind if you’re planning on joining this phenomenon. Plus, we’re starting a new monthly planning tip segment in 2022 and we share the very first planning tip today. Listen in now to join the […]

Our 2 Cents – Episode #087 2022 Money Resolutions List – Part 2 Your Our 2 Cents podcast co-hosts Steve and Gabriel are back this week to round out their list of 22 money resolutions for 2022. Tune in to hear what’s left on the list! Plus, the guys will share one of their non-financial resolutions they’re setting for themselves in the new year. 2022 Money Resolutions List – Part 2 of 2: There’s no shortage of ways to consider […]

Our 2 Cents – Episode #086 2022 Money Resolutions List – Part 1 Welcome back to another new episode of the Our 2 Cents podcast! On today’s show, Gabriel and Steve are running through their shortlist of financial resolution ideas you may want to consider for your 2022 goals. Then, they answer a listener question that many pre-retirees face when trying to plan their workforce exit-strategy. 2022 Money Resolutions List – Part 1 of 2: With dozens of money goals […]

Our 2 Cents – Episode #085 Retirement Planning is Like Building a House Before the holiday break, Steve and Gabriel recorded a great episode of the Our 2 Cents podcast. To kick off the show, Gabriel shares a great analogy about retirement planning and the ways in which the fundamentals of building a retirement plan resemble those of building a house. Next, the guys answer some thoughtful listener questions and wrap things up with some updates that will be coming […]

Our 2 Cents – Episode #084 Unreasonable Requests & Strange Taxes Advisors everywhere have had some pretty unrealistic requests come up when meeting with clients. Steve and Gabriel will share some of the ones they’ve heard on this week’s episode of Our 2 Cents, and the key takeaways you can learn from them. Then they look at some pretty quirky state taxes that will leave you shaking your head! Unreasonable Financial Requests: Huge market gains, with little to no risk. Is […]

Our 2 Cents – Episode #083 The Infrastructure Bill & Year-End Tax Planning After lengthy negotiations from both sides of the aisle, a new spending package has passed which leaves investors curious how it might impact the American people. Steve and Gabriel are taking a look at the new bill in this week’s episode of Our 2 Cents, and sharing some important tax-saving strategies to consider before the end of the year. The 1.2 Trillion Dollar IIJA: The Bipartisan Infrastructure […]