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United States

Language:

English

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9193781410


Episodes

In The News: Is Amazon Too Big & Are We Set Up For Another Dot Com Crash?

9/20/2018
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There have been lots of headlines in the news lately about the big tech companies that are integral to our daily lives. Is one of them, Amazon, getting too big to handle? And with these tech companies really driving the stock market forward, are we setting ourselves up for another Dot Com crash?

Duration:00:12:58

Mailbag: How Long Does a Plan Take to Create? Do I Need A CPA? Market Crash Soon?

9/6/2018
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We're answering some fantastic questions this week from listeners like you. Is the market about to crash? Do you need a CPA if you have an advisor? And how long does it take to actually put a financial plan in place?

Duration:00:20:56

Are You A Victim of Doing Fuzzy Math?

8/16/2018
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A lot of investors (and quite frankly a lot of advisors) fall victim to fuzzy math when it comes to their retirement planning. Let’s explore some of the areas where someone might be employing fuzzy math. For Leo's Tax-Free Retirement Toolkit, go to: http://wealthrescue.net/shock/

Duration:00:16:57

Storytime: Delivering Tough News

8/2/2018
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We'll ask Leo to tell us about a time when he had to deliver tough news to a client or potential client. Sometimes we need to be told what we need to hear instead of what we want to hear. For Leo's Tax-Free Retirement Toolkit, go to: http://wealthrescue.net/shock/

Duration:00:21:30

What Demographics Can Tell Us

7/19/2018
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Statistics can sometimes make your head spin. But sometimes they give us some helpful insight into how others approach financial and retirement planning. Let’s look at some intriguing demographics and see what they tell us about retirement these days. For Leo's Tax-Free Retirement Toolkit, go to: http://wealthrescue.net/shock/

Duration:00:14:22

Risky, But Popular, Investments

7/5/2018
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It’s probably common sense when you think about human nature, but some of the riskiest investments are also the most popular. At least the risky ones generate a lot of interest, even if most folks don’t end up actually making an investment. Let’s look at some of these popular and risky investments. For Leo's Tax-Free Retirement Toolkit, go to: http://wealthrescue.net/shock/

Duration:00:23:11

Making Bad Financial Assumptions

6/21/2018
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Be careful of making assumptions about certain areas of retirement planning before you really know the facts. Some of these assumptions could be correct, but they could just as likely be wrong… For Leo's Tax-Free Retirement Toolkit, go to: http://wealthrescue.net/shock/

Duration:00:17:07

Mailbag: How Advisors Get Paid

6/7/2018
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Gracie in Tampa has a question for us on this week's podcast about fee-based advising vs. fee-only advisors. It brings up the overarching question of how advisors get paid and make a living in the first place. And ultimately, Gracie wants to know what set-up is best for her as the client.

Duration:00:11:45

Busting A Myth: Your Spouse Only Needs Half The Income After You Die

5/24/2018
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Some people mistakenly think that once one spouse is out of the picture, the remaining spouse will only need half as much income. That's not typically the case. On this week's podcast, we'll ask Leo to break that myth and he'll detail for us a more realistic picture.

Duration:00:11:10

Financial Planning and Future Generations

5/10/2018
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Many people want to be very intentional about leaving a financial legacy to their kids and grandkids. We'll ask Leo how he usually walks people through that conversation and he'll uncover some of the landmines you'll want to avoid when doing financial planning for future generations.

Duration:00:11:00

National Distracted Investor Awareness Month

4/27/2018
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They say these days that there’s a holiday of every day of the year. It’s kind of true. In fact, the month of April, for example, is home to Bowel Cancer Awareness Month, Fresh Florida Tomato Month, Fresh Celery Month, Multiple Birth Awareness Month and National Soft Pretzel Month (sorry hard pretzels, you guys have to wait until the overall National Pretzel Month in October). What does all this have to with finances? Well, April is also National Distracted Driving Awareness Month, which...

Duration:00:13:52