Our 2 Cents – Episode #139 2023 Retirement Confidence Survey & Summer Travel Planning Welcome back to another episode of Our 2 Cents! This week we’re discussing the 33rd Annual Retirement Confidence Survey to give you a better understanding of how your peers are feeling about various aspects of retirement. Then we’re sharing some tips for planning upcoming summer vacations. The 2023 Retirement Confidence Survey: The huge gap between when workers expect to retire and when retirees say they actually […]

Our 2 Cents – Episode #138 Financial Decisions Through the Ages & Stages During this week’s episode of Our 2 Cents, we dive into the complex world of financial decision-making during some of life’s most pivotal moments. From exciting times to challenging ones, we share tips to help you make informed decisions during these different ages and stages of life. Financial Decisions Through the Ages & Stages: Marriage and Remarriage Combining finances or keeping them separate New living arrangements and […]

Our 2 Cents – Episode #137 Unrest in the Banking Industry & A Heart-Healthy Retirement Another bank failure doesn’t mean a failure of the banking system. But we are talking about the very real implications that it does have. Plus, we’re sharing a listener-suggested article about how heart health should be top-of-mind as you plan for retirement. Gabriel’s Quote Picks of the Month: “It’s good to have money and the things that money can buy, but it’s also good to check up […]

Our 2 Cents – Episode #136 The Future of Social Security & Bed, Bath & Gone Our 2 Cents is back this week with a discussion about what’s in store for Social Security in the years ahead. Plus, we’re taking a closer look at Bed, Bath and Beyond’s demise and lessons to learn from what happened to the once beloved retail chain. The Future of Social Security: The recent negative headlines about Social Security have some people worried about their […]

Our 2 Cents – Episode #135 Welcome back to another great Our 2 Cents episode with Steve and Gabriel Lewit! In store for today is a thoughtful conversation about the wisdom that comes with age and experience, and how it impacts your financial planning. Plus, they’re sharing fun quotes and big money regrets! Gabriel’s Quote Picks of the Month: “If you’re shopping for stocks, choose them the way you’d buy groceries, not the way you’d buy perfume.” – Benjamin Graham “You […]

Our 2 Cents – Episode #134 VORB Goes Bust & I Bond Updates Richard Branson’s Virgin Orbit (VORB) collapsed last week and Steve and Gabriel are here to discuss what lead to its demise, and the inherent risks involved with picking individual stocks. Plus, they’re sharing details on I bonds, answering listener questions, and more on today’s show! VORB Goes Bust: Everything has pros and cons and a proper place in your planning, but we like to take a Core […]

Our 2 Cents – Episode #133 Rate Hike Déjà Vu & “Airbnbust” The Fed’s efforts to curb inflation have continued this week, and that’s our first segment on this new episode of Our 2 Cents. Then, Steve and Gabriel are taking a look at some major shifts in the vacation rental industry and wrapping up the show with listener questions. Rate Hike Déjà Vu: What does this latest move by the Fed indicate about the banking industry? What do the […]

Our 2 Cents – Episode #132 The SVB Collapse &  Investor Personalities – Part 2 Steve and Gabriel start off today’s show by sharing their thoughts on the recent collapse of Silicon Valley Bank and what it could mean for you. Then, they switch gears to wrap up our Part 2 of different investor personalities. Listen in now to this new episode of the Our 2 Cents podcast! The SVB Collapse: The 10-step timeline of events that led up to […]

Our 2 Cents – Episode #131 Understanding Investor Personalities – Part 1 Have you ever noticed certain personality traits in yourself when it comes to your financial matters? In Part 1 of a 2-part series, Steve and Gabriel explore the world of investor personality types and how, as advisors, they’ve learned to work with and help all kinds of investors. Understanding Investor Personalities: The Burned One: When trusting just doesn’t come very easily to you anymore. The Do-It-Yourselfer: When you’ve got […]