Episodios

  • Inflation: A Potential Retirement TIme Bomb - August 9, 2025

    Inflation: A Potential Retirement TIme Bomb - August 9, 2025
    Aug 10 2025
    Chris and Dan take a deep dive into inflation and the importance of planning for it in a comprehensive retirement plan.
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    54 m
  • Consider Rebalancing Your Retirement Portfolio - August 2, 2025

    Consider Rebalancing Your Retirement Portfolio - August 2, 2025
    Aug 3 2025
    Chris and Dan take a look at rebalancing your portfolio and why it should be done periodically to help reduce the risk you could be taking depending on the performance of what is in the portfolio.
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    54 m
  • Your Retirement Money's Marathon - July 19, 2025

    Your Retirement Money's Marathon - July 19, 2025
    Jul 20 2025
    Today Dan Erickson and Aaron Argiso take a look at the potential longevity of retirement, and how long your money may need to last because of it. They also look at ways to help stretch your retirement savings out to help it cover all the years you could be around in retirement.
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    51 m
  • The Three Essential Pillars of Financial Confidence - July 12, 2025

    The Three Essential Pillars of Financial Confidence - July 12, 2025
    Jul 13 2025
    Today Chris and Dan discuss three areas that are crucial to a successful retirement plan - income planning, tax planning and managing investments. These areas are all different in retirement than they are when someone is working, and the guys take a look at what needs to be done to help your plan be as efficient as possible.
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    54 m
  • Risk: What Your Advisor May Not Be Telling You - July 5, 2025

    Risk: What Your Advisor May Not Be Telling You - July 5, 2025
    Jul 6 2025
    Today Dan and Alex Diaz from the Harlow Wealth office look at risk, and how people who think they are invested conservatively may not be, because their advisor thinks of conservative investments differently than they do.
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    48 m
  • Common Investment Mistakes in Retirement - June 28, 2025

    Common Investment Mistakes in Retirement - June 28, 2025
    Jun 29 2025
    Chris and Dan revisit some of the most common investment mistakes when planning for retirement, and how emotions play a role in making, or not making, those mistakes.
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    54 m
  • Mind Over Markets - June 21, 2025

    Mind Over Markets - June 21, 2025
    Jun 22 2025
    Today Dan hosts with Aaron Argiso from the Harlow Wealth office as they talk about market volatility, and how people, along with their advisor, can help manage their emotional response to the ups and downs that inevitably occur with their investments.
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    51 m
  • Tax Strategies - Keep More of Your Retirement Dollars - June 14, 2025

    Tax Strategies - Keep More of Your Retirement Dollars - June 14, 2025
    Jun 15 2025
    Chris and Dan look at various strategies used to help you keep more money in your own pocket instead of needlessly paying it to Uncle Sam.
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    54 m