Our 2 Cents – Episode #145 Resolving Financial Tension Between Couples On the show for you today, Steve and Gabriel are discussing sources of financial stress that couples face throughout their lives and, more specifically, in retirement. They’ll share ways they’ve helped clients better communicate and get back on the same wavelength. Then they tackle two questions from our listeners. Resolving Financial Tension Between Couples: Budgeting – agreeing on how much to spend Risk tolerance – how aggressive or conservative […]

Our 2 Cents – Episode #144 Mastering Your Retirement Income Planning On today’s episode of Our 2 Cents, we’re focusing on 5 key steps of income planning in retirement. In order to develop a proper plan for your retirement income, these are some of the first steps to follow to begin taking charge of your retirement cash flow. Mastering Your Retirement Income Planning: Step 1: Accurate budgeting is at the core of income planning Step 2: Visualize your future and […]

Our 2 Cents – Episode #143 Winning Your Financial Independence In the spirit of July 4th, we’re tackling the concept of Financial Independence on this week’s episode of Our 2 Cents. We’re sharing what some people strive to be independent from in retirement and how achieving these freedoms can lead to better peace-of-mind during your golden years. Winning Your Financial Independence: Independence from depending on family Independence from creditors and debt Independence from employment or the need to work Independence from worrying […]

Our 2 Cents – Episode #142 Are You Guilty of Bad Money Habits? On the Our 2 Cents podcast this week, hosts Steve and Gabriel Lewit are discussing the kind of impact bad money habits can have on someone’s financial life. Plus, they’re answering some more ‘Getting to Know You’ questions. Tune in now for the fun! Bad Money Habits: Procrastinating financial decisions that need to be made. Investing emotionally instead of analytically. Living beyond your means and not willing […]

Our 2 Cents – Episode #141 A Retirement Burden for Gen X Money habits tend to differ with each generation, and it seems Gen X is having a more difficult time planning for retirement than their elders. Steve and Gabriel are breaking down some retirement statistics about Gen X, talking about the debt ceiling bill, and much more on Our 2 Cents. Debt Crisis Averted: A quick rundown of the bill that was signed by President Biden. The concessions made […]

Our 2 Cents – Episode #140 Splurge-Worthy: Yay or Nay? & Cleaning Up Your Portfolio On the podcast this week, Steve and Gabriel share some home items that are worth the splurge and others that are a waste of money. Then, keeping with the theme of your home, they’re discussing how everyday household tasks can serve as reminders of successful financial planning. Splurge-Worthy: Yay or Nay?: Big savers to big spenders, what’s your spending personality? Are we giving a ‘Yay’ […]

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 […]