All Episodes
Wisdom on Wealth — 165 episodes · page 2 of 2
Diversify your diversification
Retirement income – how much do I need? Part 2
Attitudes toward work affect gratitude for work
Retirement income – how much do I need? Part 1
Leadership is key benefit of a financial plan
Gambling with Monte Carlo simulations
Dream home built on foundation of good habits
Begin with the end in mind
How to start saving money
Advice for young couples wanting to start a family
Convenience is overrated
Marital Money Messes
Contentment – the secret to financial success
Five Wants of Retirement
Insurance Poor
Debt among the young and old
More than one way to rob a bank... Cypress & The Fed
Financial organization
Givers, takers and other kinds of inheritors
Late getting started
Moment of truth - do the hard thing
Stop trying to do everything
Time to invest?
Feeling financially overwhelmed – what to do?
Debt is a time machine
Titanic – make sure you have enough life boats
Do you have an advisor or a salesman?
A plan with no implementation may be worse than no plan at all
Is there air in your (financial) spare?
Employee benefits: what if your boss owned your house?
Happiness and money - what's the relationship?
How to fight fair about family finances, part 2
How to fight fair about family finances, part 1
Budget or bust
Moving from man at work to money at work
Today's choices shape tomorrow's opportunities
A world of specialists in need of a generalist
Healthcare costs in retirement
What kind of disability income insurance do I need?
Family friendly inheritance
Clear customized coaching beats cute & clever every time
Preparation not perfection should be your goal
Creating a multiplier mindset
Optimism, pessimism and realism
Talking to Mom & Dad (about estate planning)
Credit Card Slavery
America’s Three Big Challenges
How to pay for college
Wealth distribution strategies
Happiness for $75,000 per year
Long Term Care Insurance: Who needs it? How to pay for it?
Trusting financial institutions
Confusing symbolism for substance
Character & Content
Sweat the small stuff
Opportunity – where can a young person find it?
Family business succession
Strains on our medical system
What is an estate plan?
Guaranteed income for life
LTC costs - a real life story
Disability income insurance - do you need it?
An investment manager is a financial farmer
Mistakes when working with a financial advisor
How to do anything you can do