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Cutter Family Finance Podcast

Podcasts

This podcast is aimed at folks in or nearing retirement.

This podcast is aimed at folks in or nearing retirement.

Location:

United States

Genres:

Podcasts

Description:

This podcast is aimed at folks in or nearing retirement.

Language:

English


Episodes

Your Happy Retirement

2/10/2021
What does your happy retirement look like? What is important to you? Do yo have a good retirement plan to get you there? Jeff and Jen talk about how to design a retirement system for you. To learn more about the Cutter Financial Group, click here.

Duration:00:30:00

Risk Budgeting in a Volatile Market

2/1/2021
Jeff and Jen discuss the importance of a Risk Budget - especially during difficult times. Is your investment strategy designed for what could be next? To learn more about the Cutter Financial Group, click here.

Duration:00:30:00

How to Recover From a Down Market

1/25/2021
It can take 6-9 years to bounce back from a market downturn. Jeff and Jen discuss how your retirement process must have an income plan. To learn more about the Cutter Financial Group, click here.

Duration:00:30:00

Back to Class

1/17/2021
Jeff is thrilled to announce a revamped virtual class schedule for 2021. Plus for retirees the “acquisition phase” is ending, the “distribution phase” is about to begin. Learn key things to keep in mind regarding your money when transitioning to retirement. To learn more about the Cutter Financial Group, click here.

Duration:00:30:05

Are You Prepared for 2021?

1/11/2021
Were you financially prepared for 2020? Jeff and Jen discuss how to be financially prepared for 2021. To learn more about the Cutter Financial Group, click here.

Duration:00:30:00

How Women Are Affected Financially by Covid

12/29/2020
Jeff and Jen discuss how women have been disproportionately affected financially during this pandemic, and what they need to do to get back on track. To learn more about the Cutter Financial Group, click here.

Duration:00:28:00

Why Investors Should Prepare for the Worst

12/20/2020
Jeff and Jen discuss how corporate debt may be the single biggest threat to the U.S. economy. To learn more about the Cutter Financial Group, click here.

Duration:00:27:58

Cutter Family Finance -042

12/14/2020
Jeff and Jen discuss the benefits of going to a Registered Investment Advisor. When planning for retirement, learn that you have options. To learn more about the Cutter Financial Group, click here.

Duration:00:30:00

Cutter Family Finance -041

12/6/2020
Jeff and Jen discuss what you need to know about retail vs. institutional investing. To learn more about the Cutter Financial Group, click here.

Duration:00:30:00

Cutter Family Finance -040

11/30/2020
Jeff and Jen discuss Pensions, including Defined Benefit Plans and Defined Contribution Plans. To learn more about the Cutter Financial Group, click here.

Duration:00:28:38

Cutter Family Finance -039

11/17/2020
Jeff and Jennifer discuss how much money you may need to retire. Also, how to make sure your retirement strategies adjust to the times. What are your retirement goals? To learn more about the Cutter Financial Group, click here.

Duration:00:30:00

Cutter Family Finance -038

11/5/2020
Hoping for the best, but planning for the worst - why you should pay attention to your retirement process! To learn more about the Cutter Financial Group, click here.

Duration:00:29:58

Cutter Family Finance -037

10/31/2020
Jeff and Jen discuss preparing for a down market. To learn more about the Cutter Financial Group, click here.

Duration:00:30:00

Cutter Family Finance -036

10/7/2020
Jeff talks about his interview with NBC where he discussed how to prepare for retirement in in this economy. To learn more about the Cutter Financial Group, click here.

Duration:00:29:03

Cutter Family Finance -035

9/29/2020
Jeff and Jennifer discuss retail vs. institutional investing. What are the different types of advisors? What fees and expenses should an investor expect to pay? To learn more about the Cutter Financial Group, click here.

Duration:00:30:01

Cutter Family Finance -034

9/23/2020
Jeff and Jennifer discuss the importance of a fall financial check-up in developing your retirement process. To learn more about the Cutter Financial Group, click here.

Duration:00:30:01

Cutter Family Finance -033

9/1/2020
Cutter Financial is named the Best Financial Planner of the Cape! Jeff and Jennifer discuss what makes Cutter different from other firms. To learn more about the Cutter Financial Group, click here.

Duration:00:30:00

Cutter Family Finance -032

8/25/2020
What's your investment plan? Are you prepared for another economic downturn? Jeff and Jen discuss what you need to include in your retirement process. To learn more about the Cutter Financial Group, click here.

Duration:00:30:00

Cutter Family Finance -031

8/19/2020
Do you have a retirement process? It's time to get educated about your process with Jen and Jeff. To learn more about the Cutter Financial Group, click here.

Duration:00:30:00

Cutter Family Finance -030

8/10/2020
Jeff and Jen discuss how to build a retirement process, and its importance during difficult financial times. To learn more about the Cutter Financial Group, click here.

Duration:00:29:59