The Retirement Rescue Podcast

Episode 129: Revenge Of The Math Teacher

Do you remember any of your math teachers from high school? Did you ever ask them if any of their lessons would be useful in adult life? Dan details and reviews some handy math concepts that can help you plan for your financial future.
It turns out that what we learned in high school math really is useful later in life. Listen in to learn which concepts are important for building a long-term savings plan and how to use them to increase your chances for a higher rate of return.
You can find show notes and more information by clicking here: http://bit.ly/2HhlR0j 

Episode 128: Life Insurance

Many people can consider life insurance policies to be a boring subject matter. But Dan promises he will make the topic interesting as he educates you about it.
You can find show notes and more information by clicking here: https://bit.ly/2vGY6xB

Episode 127: Lessons From A Dying Dog

Dan has recently been witnessing the decline in health of his beloved pet dog. In this episode, he examines the situation and extrapolates its meaning to life in retirement.
 
Listen in to hear the lessons Dan has learned from analyzing the personality changes of his pet, and how it all relates back to finances. Caution: If you’re a dog lover, you may find today’s episode to be a little emotional. Still, it’s worth a listen.
 
You can find show notes and more information by clicking here: http://bit.ly/2IU11Ey 

Episode 126: Working With The Right Advisor

You may be wondering if your advisor is the right fit for you. You may also be tempted to switch advisors based on various reasons. On this episode of Solving The Financial Puzzle, Dan details some signs of a good advisor, as well as the appropriate and inappropriate reasons for leaving one.
You can find show notes and more information by clicking here: http://bit.ly/2oXkTiR 

Episode 125: 401(k) FAQs

Many people have questions about their 401k options so if youre not sure how to navigate your 401k decision making, youre not alone. Dan has some great advice on how to get started with your 401k savings whether your employer is contributing or not. He discusses specific ways you can make wise decisions that save you money and stress in the future. 
 
You can find show notes and more information by clicking here: http://bit.ly/2GY6Lfy

Episode 124: Stock Market Update

There have been some volatile changes in the market recently so it's time to analyze what's going on and what you need to know. Dan talks about the falling prices and what they mean to you. He also shares some historical and psychological insight into how this volatility happens and how we can react to it wisely.
 
You can find show notes and more information by clicking here: http://bit.ly/2BFPZm9

Episode 123: Listener Questions

On this episode of Solving The Financial Puzzle, Dan will be answering some of your questions and providing clarity on a few common worries and situations that effect your wallet. The questions are on a variety of topics from retirement, investments, savings, lump sums, merging 401ks, taxes and even international issues. There are some great questions from you guys that Dan has great answers and recommendations for.
You can find show notes and more information by clicking here: http://bit.ly/2BwUyyV

Episode 122: In The News

Episode 121: Financial Planning Myths

There are way too many myths surrounding investing that a surprising amount of people actually believe. Don’t be fooled by some of the so-called stock market knowledge that may be hurting you or people you know. On this episode Dan shares the top three myths that tend to confuse people and lead them in the wrong direction.
You can find show notes and more information by clicking here: http://bit.ly/2DUnuiM

Episode 120: Buy Vs. Lease

When it comes to cars and houses, buying and leasing are both popular options for ownership. Let's explore which may be the best for you based on your lifestyle.

Episode 119: 2017 Tax Act

The tax act that was recently passed will be making a lot of changes to the United States' tax code. Dan breaks down the many ways these new changes could affect you going forward.

Episode 118: Who Can You Trust?

As you visit with friends and family throughout this holiday season, you'll hear a lot of financial advice from them and from the media that may not be the best for you. Dan breaks down what to watch out for when people discuss personal finance tips with you.

Episode 117: Mailbag

Dan answers some listener questions about home ownership in retirement, portfolio diversity, DIY planning, and more.

Episode 116: What The Heck Is Bitcoin And Should I Care?

Dan takes a close look at the Bitcoin craze. Should you rush to learn all that you can about cryptocurrencies or just ignore the fad?

Episode 115: Tax Code Changes

It's time to examine the new tax code laws making their way through Congress and how they could impact your retirement. 

Episode 114: Generations

It is important to consider your family when planning for retirement. Learn about leaving a legacy and about talking to your kids about finances.

Episode 113: Are You Happy?

Gain some perspective on happiness in your portfolio.

Episode 112: Current Events

Let's talk about current events regarding social security and taxes.

Episode 111: Special Guest

Join us with special guest Allison Liddle, where we discuss the ins and outs of setting life goals.

Episode 110: Gifting To Adult Children

Learn the proper techniques and strategies for passing on your wealth to your children.