Cowboys and Cufflinks

Many women take a back seat when it comes to financial conversations, often leaving their husbands to make the majority of their family's financial decisions. But financial planning is strongest when both partners are informed, involved and confident about their future. In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore discuss why it's important for women to have an active role in their family's financial planning and how greater involvement can benefit the entire household. Listen as Jeff and Caleb share practical, actionable strategies to help women become more engaged in their finances, ask the right questions and take greater control of their financial future.

Saving for retirement is only half the battle.   What happens after you've built your nest egg can have an even greater impact on your future.   🎙In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore answer some of the most common retirement questions they hear from families every day.   The conversation begins with a powerful story about a business owner who spent years building a successful company, only to discover that confidence in one area of life doesn't automatically translate into successful investing.   From there, Jeff and Caleb explore how market volatility, retirement income, inflation, spending strategies, and financial products can influence whether your savings last as long as you need them to. 💵

Many people have a retirement date circled on the calendar. 🗓   Far fewer have taken the time to ask whether their finances are actually ready for that date.   In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore discuss one of the biggest mistakes they see people make: building a retirement around an age instead of a strategy. They also explore why so many investors are turning to AI for financial guidance, what it really takes to manage investments on your own, and how asking the right questions today can help avoid costly mistakes tomorrow.   Whether retirement is five years away or already here, this conversation is packed with practical insights to help you think differently about income, diversification, financial advice, and preparing for the years ahead.

Life rarely gives advance notice.   One day you're planning vacations and enjoying time with family. The next, you're facing a wildfire, a health emergency, the loss of a loved one, or another life-changing event that forces difficult decisions overnight.   Those moments remind us that financial planning isn't just about growing wealth… it's about preparing for the unexpected.   In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore discuss why asking "what if?" isn't pessimistic. It's practical.   What You'll Learn ·       How unexpected events expose gaps in retirement and income planning ·       The importance of reviewing insurance and important financial documents ·       Why retirement plans should be stress-tested instead of based on best-case scenarios ·       What to look for when choosing a fiduciary financial advisor ·       Common red flags in investment products and financial sales presentations ·       Why retirement income planning is about more than investment returns ·       How preparing today can create greater confidence tomorrow  

How do good people end up making bad financial decisions?   In this episode of Cowboys & Cufflinks, Jeff Mathies and Caleb Moore uncover six of the most common sales tactics used to pressure people into financial products that may not fit their goals.   From high-pressure seminars to "today only" offers and confusing product pitches, they explain how emotion often replaces education, and why that's a dangerous combination when your retirement is on the line.   What You'll Learn • Why high-pressure financial sales tactics should be a red flag • How timeshare presentations compare to some investment sales pitches • The truth behind "today only" financial offers • Why understanding fees and commissions matters • The importance of reading beyond the brochure before investing • What GIPS performance reporting is and why it matters • Questions every investor should ask before signing paperwork • How to recognize the difference between education and a sales pitch  

Will you run out of money in retirement? It's one of the biggest fears retirees and pre-retirees face, and in this episode of Cowboys & Cufflinks, Jeff Mathies breaks down the retirement planning strategies that can help you prepare for the unexpected.    From inflation and market volatility to healthcare costs and retirement income planning, this conversation explores the real questions people are asking beneath the surface: ·       Will my spouse be okay? ·       Have I saved enough? ·       Can my retirement survive a bad market?   What You'll Learn ·       How inflation impacts retirement income over time ·       Why stress-testing your retirement plan matters ·       What happens if the market crashes after you retire ·       How to create a retirement income strategy ·       The role of risk management in retirement planning ·       How to protect a surviving spouse financially ·       Common retirement planning mistakes people make ·       Why healthcare and long-term care costs matter ·       How to evaluate whether you're truly retirement ready