Don’t Scream “Get Me Out!” How to Stomach Market Dips

What happened to the market correction, what happens next, and how can you avoid hitting your GMO (get me out) point? Larry Swedroe of the BAM Alliance and gazes into his crystal ball. Plus, 5 questions to ask your estate planner after the new tax law, and what happens to your social media estate after you die? Who will … Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #156
Retirement Readiness Guide

Retirement Readiness Guide

Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future tomorrow.

In this guide you’ll learn…

  • How to create
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6 Simple Reasons You Should Balance Your Life

Scott Ford, co-author of “The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life” tells Joe and Big Al how he and co-author Ron Carson achieved the ultimate goal: faster business growth and a better work/life balance. Now you can learn these 6 reasons you should balance your life and how to do it. Joe and Al also
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Guest:  Scott Ford Scott Ford

Podcast #124
Matt Horsley, CFP

Do I Need an Estate Plan?

Matt Horsley, CFP® explains whether you need an estate plan and discusses what types of estate plans are best for your individual situation. No matter how large or modest, your estate is something that you should always have protected. Learn whether you need a will, living trust or an estate plan and find out the importance of establishing a Power … Read more

Matthew HorsleyMatthew Horsley
difference between a will and a trust nate ritchison cfp

Will vs. Trust

Nate Ritchison, CFP®, explains the difference between a will and a trust to help you decide which is better for your estate plan.


“What’s the difference between a will and a trust? Hi, I’m Nate Ritchison, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and this is Question of the Week. This week’s question is: what is the difference between … Read more

Nathaniel RitchisonNathaniel Ritchison

Mistakes to Avoid in Managing Assets for Estates

Joe and Al invite Nicole Newman, Attorney at Law on the show to discuss the most important estate planning mistakes people need to avoid. Later in the hour, they dive into Social Security, investments and taxes. Does your Social Security strategy line up with your retirement plan?

Important Points:

2:47 “We have seen Social Security benefits reach a million dollars … Read more

Guest:  Nicole Newman Nicole Newman

Allison Alley, CFP

What are Financial & Estate Planning Concerns for Unmarried Couples?

Allison Alley, CFP® discusses common issues unmarried couples face when it comes to financial and estate planning. Will they inherit each other’s assets? What certain rights do they have in the case of an emergency? Find out in this Question of the Week.

Hi, I’m Allison Alley, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and welcome to Question of … Read more

Allison AlleyAllison Alley