Sep 14, 2023
Almost everyone has made investment mistakes at some point. Even the most successful investors have regrets about decisions they’ve made in the past. But like everything else in life, it’s all about how you respond to a misstep.
In this episode, we’ll talk about how to bounce back from mistakes and avoid...
Aug 31, 2023
Is there ever a right time to stop contributing to your 401k? Should you help your daughter and her boyfriend with their home purchase? What about deciding to retire at the peak of your earnings? Tune into this episode of Caffeine and Cash Flow where we tackle these questions and more.
In this episode, we’ll...
Aug 24, 2023
Whether you’re close to retirement or still far from that exciting date, it’s not uncommon to wonder when you should start preparing for each aspect of it.
Tune in to find out how far away from retirement you should have answers to these pressing questions.
In this episode, we’ll discuss:
Jul 20, 2023
Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and the loss of a loved one, we'll...
Jul 6, 2023
It’s not just the financially uncertain who need to think carefully about their retirement plan. Even those who feel confident in their retirement savings might still have important questions to answer and decisions to make.
In this episode, we'll explore the three retirement planning mindsets: those who have...