Our 2 Cents – Episode #086 2022 Money Resolutions List – Part 1 Welcome back to another new episode of the Our 2 Cents podcast! On today’s show, Gabriel and Steve are running through their shortlist of financial resolution ideas you may want to consider for your 2022 goals. Then, they answer a listener question that many pre-retirees face when trying to plan their workforce exit-strategy. 2022 Money Resolutions List – Part 1 of 2: With dozens of money goals […]

Our 2 Cents – Episode #085 Retirement Planning is Like Building a House Before the holiday break, Steve and Gabriel recorded a great episode of the Our 2 Cents podcast. To kick off the show, Gabriel shares a great analogy about retirement planning and the ways in which the fundamentals of building a retirement plan resemble those of building a house. Next, the guys answer some thoughtful listener questions and wrap things up with some updates that will be coming […]

Our 2 Cents – Episode #084 Unreasonable Requests & Strange Taxes Advisors everywhere have had some pretty unrealistic requests come up when meeting with clients. Steve and Gabriel will share some of the ones they’ve heard on this week’s episode of Our 2 Cents, and the key takeaways you can learn from them. Then they look at some pretty quirky state taxes that will leave you shaking your head! Unreasonable Financial Requests: Huge market gains, with little to no risk. Is […]

Our 2 Cents – Episode #083 The Infrastructure Bill & Year-End Tax Planning After lengthy negotiations from both sides of the aisle, a new spending package has passed which leaves investors curious how it might impact the American people. Steve and Gabriel are taking a look at the new bill in this week’s episode of Our 2 Cents, and sharing some important tax-saving strategies to consider before the end of the year. The 1.2 Trillion Dollar IIJA: The Bipartisan Infrastructure […]

Our 2 Cents – Episode #082 The Planning Pyramids and Supply Chain Chaos There’s a lot more involved with comprehensive financial planning than simply focusing on the numbers, it actually starts with going back to our most basic needs as humans. That is our main discussion on this week’s episode of Our 2 Cents! Plus, Steve and Gabriel are talking about the supply chain disruptions and how the major issues are now being felt by consumers. The Planning Pyramids: The […]

Our 2 Cents – Episode #081 The Roman Empire of Financial Planning Welcome back for another great episode of the Our 2 Cents podcast! We’re covering a really interesting main topic this week that takes us into the psyche of investors. We also have a listener question that was sent in to us and we wrap up by learning a bit more about Steve and Gabriel! The Danger of Overconfidence: What does the Roman Empire have in common with your […]

Our 2 Cents – Episode #080 Are You Bridging the Gaps? Steve and Gabriel are “back in the saddle” with a new episode of Our 2 Cents! On the show today, the guys are discussing a variety of planning gaps investors might experience—sometimes without even knowing it. Then they wrap up with a surprise segment that will have you questioning things you hear everyday. Be sure to listen in to the end to join the fun! Does Your Plan Have […]

Our 2 Cents – Episode #079 Want a Better Retirement? Spend More of Your Money! Two very interesting and important topics have us thinking deep on this week’s episode of Our 2 Cents. We’re discussing a mindset shift that occurs for retirees when the time comes to spend that nest egg, and whether many investors truly know what investments they own and why. Let’s dive in! Article Analysis – “Want a Better Retirement? Spend More of Your Money”: Switching from […]

Our 2 Cents – Episode #078 The Danger of the Old, Traditional Way Modern day income planning is the star of the show on this week’s episode of Our 2 Cents! Income planning is such an important topic as it relates to your overall retirement plan. So much so that we’ve decided to give it our full attention this episode. Below is a glimpse at what’s covered on the show, you won’t want to miss this one! Older, Traditional Income […]