The Retirement Rescue Podcast
Join Certified Financial Planners Nikki Earley and Dan Cuprill each month on the Retirement Rescue Podcast. They’ll discuss some of the most essential issues facing retirees, break down important financial planning ideas, and provide their reactions and insights on various retirement planning articles and commentary from across the financial world. It’s all to help you get a little smarter when it comes to spending your time, money and energy on preparing for retirement. You can find out more about Dan & Nikki and their firm, Money & Clarity, by visiting https://www.moneyandclarity.com/ or by calling 513-563-7526.
Episodes
Episodes
Thursday Oct 05, 2017
Episode 108: Listener Questions
Thursday Oct 05, 2017
Thursday Oct 05, 2017
Dan answers questions from listeners about investing and retirement planning.
Thursday Sep 28, 2017
Episode 107: 4th Quarter Planning
Thursday Sep 28, 2017
Thursday Sep 28, 2017
Find out what investment strategies you can employ as this year enters its final quarter.
Thursday Sep 21, 2017
Episode 106: Are You Dysfunctional
Thursday Sep 21, 2017
Thursday Sep 21, 2017
In this week's episode, we pay homage to Jimi Hendrix by examining three major planning flaws we see almost daily.
Thursday Sep 14, 2017
Episode 105: Managing Expectations
Thursday Sep 14, 2017
Thursday Sep 14, 2017
In this edition, we discuss how unreasonable expectations can doom a strategy before it even begins.
Thursday Sep 07, 2017
Episode 104: Crisis On A Plane
Thursday Sep 07, 2017
Thursday Sep 07, 2017
Dan's recent travel experience proves to be an interesting life lesson.
Thursday Aug 24, 2017
Episode 103: North Korea And Your Listener Questions
Thursday Aug 24, 2017
Thursday Aug 24, 2017
Dan shares his thoughts on North Korea and answers your listener questions.
Thursday Aug 17, 2017
Episode 102: When Can I Retire?
Thursday Aug 17, 2017
Thursday Aug 17, 2017
Determining when you can retire is one of the most popular questions we receive. Let's find out when it's best for you to finally hang up your worker's hat.
Thursday Aug 10, 2017
Episode 101: Make Your Financial Plan A Well-Designed Machine
Thursday Aug 10, 2017
Thursday Aug 10, 2017
There are too many sloppy financial plans out there. Make sure yours runs like a well-designed machine.
Thursday Aug 03, 2017
Episode 100: Happy 100 with the Mailbag
Thursday Aug 03, 2017
Thursday Aug 03, 2017
In celebration of 100 episodes, we answer your questions.
Thursday Jul 27, 2017
Episode 99: A True Risk Tolerance
Thursday Jul 27, 2017
Thursday Jul 27, 2017
We'll discuss the different levels of tolerating financial risk. We'll also talk about the best way to find your risk tolerance.
Thursday Jul 06, 2017
Episode 98: Fuzzy Math 101
Thursday Jul 06, 2017
Thursday Jul 06, 2017
We'll talk about planning your retirement and some of the math that just doesn't add up in the process.
Thursday Jun 29, 2017
Episode 97: The Planning Process
Thursday Jun 29, 2017
Thursday Jun 29, 2017
We'll discuss the differences between an advisor's sales pitch and a real plan to help.
Thursday Jun 22, 2017
Episode 96: Mailbag - Emergency Funds And Market Crashes
Thursday Jun 22, 2017
Thursday Jun 22, 2017
We'll talk about the importance of having an emergency fund and preparing for market crashes.
Thursday Jun 15, 2017
Episode 95: DOL Fiduciary Rule
Thursday Jun 15, 2017
Thursday Jun 15, 2017
We answer a listener's question about the DOL fiduciary rule.
Thursday Jun 08, 2017
Episode 94: There Is No Nostradamus
Thursday Jun 08, 2017
Thursday Jun 08, 2017
We'll tell you why you can't predict the financial future.
Thursday Jun 01, 2017
Episode 93: Questions From The Mailbag
Thursday Jun 01, 2017
Thursday Jun 01, 2017
We'll take your listener questions on conservative investing, the future of tax rates, and more.
Thursday May 25, 2017
Episode 92: (Financial) Lies We Tell Ourselves
Thursday May 25, 2017
Thursday May 25, 2017
We'll discuss the financial lies we tell ourselves.
Thursday May 18, 2017
Episode 91: Technology's Role In Financial Matters
Thursday May 18, 2017
Thursday May 18, 2017
Technology has changed the way we approach financial planning today. We'll talk about the pros and cons of these technological tools.
Thursday May 11, 2017
Episode 90: Elephants In The Room
Thursday May 11, 2017
Thursday May 11, 2017
Nobody enjoys having a conversation with the awkward, proverbial elephant in the room. Today we'll discuss the financial "elephants" you might be overlooking in your portfolio.
Thursday May 04, 2017
Episode 89: Listener Questions
Thursday May 04, 2017
Thursday May 04, 2017
We like to stay in touch with our listeners. On this edition of the podcast, we'll take your listener questions on nursing homes, Roth IRAs, and more.