Ep 214: Why the Customer Isn’t Always Right in Financial Planning

In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.”  But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice?

Ep 210: Fear, Anger, and Blissful Ignorance: Coping with Market Turbulence

On this episode: On this episode of Retirease Radio, we’ll reflect on the extremely turbulent stock market of the past 12 months and analyze some of the common ways people cope with volatility and their different emotional responses. We’ll start with the most common reactions, fear and panic, and discuss how they can influence investment […]

Ep 208: Investing Like a Genius

People are always studying geniuses and highly intelligent people, trying to get an understanding of what makes them tick. There are specific qualities that you’ll find from some of the brightest and most successful people and learning from them can help level up your investing.