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All Episodes

Plan For Life Now — 139 episodes · page 1 of 2

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Episode #132: The "Crystal Ball" Pod

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Episode #131: A lot of Chat, and a Useful Nugget

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Episode #130: Summertime Snooze

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Episode #129: Raging Bull

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Episode #128: Party Like it's 1929

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Episode #127: March MadnAIs

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Episode #126: Only a Little bit of Coin is Left

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Episode #125: What's Next?

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Episode #124: The AI Quandry

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Episode #123: Dave had a Dream

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Episode #122: Summering at the Cambridge Conference

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Episode #121: You, Me and the BBB

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Episode #120: Calm After the Storm

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Episode #119: Tariff Trouble

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Episode #118: March Sadness

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Episode #117: The Federal Retirement Pod

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Episode #116: Lessons to Live By

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Episode #115: The Trump (Gravy?) Train

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Episode #114: Frothy the Dow Man*

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Episode #113 - Election Correction?

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Episode #112: Bubble Trouble?

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Episode #111: RIP Danny K!

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Episode #110: Play It Again Scam

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Episode #109: 2024-The Year Of Noise

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Episode #108: Charlie we Hardly Knew Ye*

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Episode #107: The World is Unpredictable

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Episode #106: New Federal Long Term Care Insurance Price Hike!

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Episode #105: Fear And Loathing in Retirement?

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Episode #104: Scary Financial Scare Tactics

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Episode #103: Cash on the Sidelines?

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2023 5 31 - The Psychology Of Money

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Episode #100*

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Episode #100: Too Big to Fail

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Episode #99: Interesting take on Interest Rates

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Episode #98: Will it be a happy 23?

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Episode #97: Wrapping up 2022

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Podcast #96 Thanksgiving Potpourri

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2022 10 13 Podcast #95 - Theories About Market Theories

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Episode #94-Where did Summer Go?

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Episode #94: How Low Can It Go?

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Episode #92: The Bear Has Arrived

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Episode #91 - Are We In A Bear Market?

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Episode #90 - The Current State Of The Market And Listener Questions

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Episode #89: Is this the start of the next bear market?

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Episode #88-An Ugly Start to 2022

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Episode 87 - Long Term Market Assumptions: Looking back and looking forward

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Episode #86 - How To Prepare For Higher Taxes

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Episode #85: Inflation Rears Its Ugly Head

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Episode #84 Outrage Marketing In The World Of Personal Finance

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Episode #83-Things that Might or Might not Happen in 2021

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Episode #82-Diversifying isn't Zesty

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Episode #81-Is Inflation Here to Stay?

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Episode #80-Five Big Money Risks in Retirement

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Episode #79-The Future of Meetings and the Death of the 60/40 Portfolio

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Episode #78-One year Anniversary of the COVID Decline

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Episode #77-Recent Stock Market Losses and Rising Interest Rates

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Episode #76-Average 401K balances and Growth vs Value

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Episode #75-Talking Taxes

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Episode #74-Setting the Stage for 2021

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Episode #73-Conventional Wisdom And Investing

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Episode #72 Which Political Party Is Better For The Stock Market

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Episode #71-Gambling, Inflation And Scams

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2020 8 20 How Well Do You Know Social Security Rules

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2020 7 17 The Impact On Savers And 10 Year Predictions

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Episode #68-When To Sell Stocks

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Episode #67 Coronavirus Update and Social Security COLA

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Episode# 66-What to do if you Retire Right Before Coronavirus

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Episode #65: Old Man Dividend And The Long Term Effects Of Stimulus

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Episode #64- More Coronavirus Updates

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Episode #63 - Coronavirus Update

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Episode #62- What We Don't Know About Stocks

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Episode #61 - SECURE Act and 2020 Outlook

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2019 12 18 SECURE Act And Dave's Friend

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2019 11 18 Late Cycle Investor Overconfidence

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Episode #58-Politics And A Guide To Uncertain Markets

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Episode #57-Retirement Grabbag

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Episode #56-Spend Safely in Retirement Strategy(SSiRS)

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Episode #55 - Client Case Study

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Episode #54 Barry Ritholtz And 10 Things You Should Never Say In Finance

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Episode #53-Golf Lessons And Buying In

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Episode #52 Talking Heads In Finance

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Episode #51-Market Updates and LTC Changes

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50th Episode: 50th Show

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Episode #49: 2019 Government Shutdown And Barry Ritholtz

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Episode 48: Old Man Dividend Returns!

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Episode 47: Client Concerns In A Falling Market

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Episode 46: Volatility Is Back!

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Episode 45: 10 Year Anniversary And Professor Fritz Meyer

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Episode 44: Market Update And The Half - Life Of Investment Ideas

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Episode 43: Value Added Services Of An Advisor

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Episode 42: QCDs And Corporate Debt

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Episode 41: OPM Recommendations For Pension Changes

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Episode 40: Financial Independence Retire Early

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Episode 39: Long Term Care Insurance

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Episode 38: The Four Horseman Of Retirement Planning

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Episode 37: Market Volatility

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Episode 36: Town Courier Profile On Capitol Retirement Strategies

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Episode 35: Humility In Investing And Bitcoin

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Episode 34: Tax Reform, Social Secuirty And $1M Poverty

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Episode 33: The Cycle Of Investor Emotions