Our 2 Cents – Episode #118 Is the Grass Greener? This week’s episode of the Our 2 Cents podcast features a thought-provoking topic about making financial decisions and comparing what you’re doing to what else might be out there. Then we answer a couple questions from listeners of ours, and Steve and Gabe are answering an interesting “Get to Know Us” question too. Is the Grass Greener?: Should you be doing something different with your portfolio when the market is […]

Our 2 Cents – Episode #117 Financial Warning Indicators Like the lights that pop up on your car’s dashboard to tell you something is wrong, there are warning signs that can indicate potential trouble in your financial life too. On today’s episode, Steve and Gabriel are discussing things to watch for to spot potential problems ahead. Plus, they’re sharing some quick hits and answering a listener question. Gabriel’s ‘Quick Hits’: Social Security COLA for 2023 is the most since 1981 […]

Our 2 Cents – Episode #116 Sharing Stories: When Emotions Impact Your Planning The gross national debt is inching close to an important statutory ceiling and Steve and Gabriel are here to break down what that all means on this new episode of Our 2 Cents. They’re also sharing real experiences when their clients’ emotions took over the the driver’s seat in their financial planning. $31,000,000,000,000 and Counting: Congress has placed a “cap” on how much the government can borrow, […]

Our 2 Cents – Episode #115 The Rollercoaster Ride We’re back again on the Our 2 Cents podcast! Gabriel and Steve are putting a different spin on talking about recent market behavior by sharing some do’s and don’ts when considering your options. Next, they’re drawing comparisons between the world of retirement planning and America’s favorite sport to watch: Football. The Rollercoaster Ride: What options are available to you as we ride out this rollercoaster market ride? Do nothing? Abandon your […]

Our 2 Cents – Episode #114 What’s Hiding in the Fine Print? On today’s episode of Our 2 Cents, we’re delving in to the world of the fine print, and what hidden or not-so-hidden information you should pay attention to. But before we get to that, we are talking about the interest rate hike we saw last week and the continued efforts to reduce inflation. Three 75-Basis-Point Interest Rate Hikes in a Row: The Fed raised interest rates yet again […]

Our 2 Cents – Episode #113 Maslow’s Hierarchy of Needs Happy Sunday! We’re back with a new Our 2 Cents podcast episode. As mentioned last week, we’re diving into the world of Maslow’s Hierarchy of Needs and discussing how we feel it relates to money and finances. Then, we’re giving a quick update on the future of tax filing and rounding out the show with some listener questions. Maslow’s Hierarchy of Needs: We’re dissecting Maslow’s Hierarchy of needs and sharing how […]

Our 2 Cents – Episode #112 Capital Market Assumptions & Elements of Satisfaction Our 2 Cents is back this week with a great episode! Steve and Gabriel are discussing forward-looking assumptions and forecasts for financial planning and then they’re diving into the world of “financial satisfaction” as it relates to how you feel personally about your planning. Join in now for this conversation! Capital Market Assumptions – The Experts Predict: What are capital market assumptions and what are the designed […]

Our 2 Cents – Episode #111 Marketing Manipulation We have a great episode in store for you today! Steve and Gabriel kick things off by discussing a bit of a hit-or-miss topic: The Student Loan Forgiveness Plan. Next, they tackle the complex world of marketing and advertising in our industry, and finish the show answering a couple ‘Getting to Know Us’ questions! The Student Loan Forgiveness Plan: Who is going to see their federal student loans forgiven? How do you […]

Our 2 Cents – Episode #110 The Inflation Reduction Act  – Part 2 Gabriel and Steve are back at it again to review The Inflation Reduction Act now that it’s been signed into law, they deliver a Pop Quiz on household health, and wrap up with a listener question! Listen now for a great new episode! The Inflation Reduction Act: Key provisions to pay attention to as they may impact you and we’ll share when the changes will begin. Prescription […]