Our 2 Cents – Episode #008 Looking to Retire Early? Don’t Leave This Out of Your Plan! What is Modern Portfolio Theory & The Big Lotto Winner’s Question Retiring early can sound like a dream for many people, but we’ll share one major consideration you may be missing in your plan. Also, we’ll dive into what Modern Portfolio Theory means and why it should be something you’re familiar with. Be sure to get your tickets for the big lotto drawing and […]

Our 2 Cents – Episode #007 The College Admissions Scandal, Cheap Airfare & IRA Withdrawals With spring feeling right around the corner, why not think about getting some great airfare at a cheap price? We’ll show you the top tricks! Also, get the updated scoop on the College Admissions Scandal and some savvy strategies for smart IRA withdrawals and avoiding penalties. Here’s what was covered in this episode:  7 Insider Secrets to Booking Cheap Airfare [U.S. News] Rescinded Admissions, A Class-Action […]

Our 2 Cents – Episode #006 Personal Finance Expert Warns Women: ‘We Are Sabotaging Our Financial Security’ Steve is back to join Gabriel and Trent this week as they cover a range of important financial topics, as well as the upcoming St. Patrick’s Day festivities in Chicago and a whole lot more! Don’t miss this episode! Here’s what was covered in this episode:  When Not Reading the Fine Print Can Cost Your Soul [NPR] Personal Finance Expert Jean Chatzky Warns Women: […]

Our 2 Cents – Episode #005 Your Two Most Important Retirement Planning Decisions Gabriel and Trent hold down the fort on “Our 2 Cents” this week while Steve is travelling. They discuss the Chicago Polar Plunge, key retirement planning decisions, taxes that might impact Illinoisans and a bunch more! Here’s what was covered in this episode:  Thousands Participated in Annual Chicago 2019 Polar Plunge [NBC Chicago] Should You Take Out a Personal Loan to Pay for Home Repairs? [The Motley Fool] Your Two Most […]

Our 2 Cents – Episode #004 Listener Q&A, Stock Market Indicators & Buffett’s Take on Bitcoin Gabriel, Steve and Trent have fun on this episode of “Our 2 Cents” answering questions from a couple of our listeners, talking about a stock market indicator you may not be familiar with, recapping Warren Buffett’s take on Bitcoin and a lot more! Here’s what was covered in this episode:  Answering Listener’s Questions This Stock Market Gauge Just Hit an All-Time High – And That’s Bad […]

Our 2 Cents – Episode #003 Romance Scams, Preparing for Retirement & Moving to Mars On this episode, join Gabriel, Steve and Trent as they discuss the prevalence of “Romance Scams,” how to effectively prepare for retirement and even moving to Mars! Here’s what was covered in this episode:  Romance Scams Swindled People Out of More Money than Any Other Consumer Fraud Last Year [CNN] Everything You Need to Do Before You Retire [MarketWatch] Elon Musk Says You’ll Soon Be Able to Sell […]

Our 2 Cents – Episode #002 The U.S. Economy, Valentine’s Day Spending & More! Is the economy indicating a recession? Steve, Gabriel and Trent get together to discuss recent financial news, Valentine’s Day spending and a whole bunch more! Here’s what was covered in this episode:  U.S. Economy Blows Away Jobs Expectations – and Eases Fears of a Recession [Washington Post] Chicago Economy Grows at Slowest Pace in 2 Years [MarketWatch] Survey: Valentine’s Day Spending 2019 [Bankrate] This Valentine’s Day, Money, not Love […]

Our 2 Cents – Episode #001 How to Avoid Becoming a Victim of Tax Scams Steve and Gabriel are joined on this episode by Trent Martin as they discuss recent financial news, the Polar Vortex we just experienced here in the Midwest and a lot more! Here’s what was covered in this episode:  How to Avoid Becoming a Victim of Tax Scams How is Financial Planning Different from Retirement Planning? The Economical Impact of the Government Shutdown Budgeting Strategies & […]

TODAY ON EPISODE #11 Don’t Fall for a Cookie-Cutter Retirement Plan  Mmmm, fresh baked cookies. Yum! When it comes to baking cookies, a one- size-fits-all cookie cutter is a great thing. After all, you don’t want your “person- shaped” cookie missing a head or a foot! But, with your retirement plan? One-size- fits-all is no good. In fact, it’s a really bad  thing for you. Today’s episode will show you the secrets to a truly customized retirement plan – built just […]