Today we'll be challenging your mindset as an investor. Is that the best way to think about yourself as you try to save for retirement?

There are many things waiting in the shadows to sabotage your retirement plans. Let's identify some common "financial assassins" and how to deal with them.

One of the only constants in life is change. With it being so inevitable, what matters the most is how you deal with change. Jim and Dan can guide you through some possible financial changes you might encounter.

The world of money can be confusing and sometimes scary, which causes many people turn a blind eye to their own financial situation. Jim and Dan will open your eyes to the realities retirement planning, and help teach you that knowledge can mean power when it comes to finances.

From time to time, we like to take quotes from famous quotable people and turn those quotes into financial wisdom. Yogi Berra is one of those very quotable people who can actually teach us some financial lessons if we’ll just look through the right prism.

Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it out to be. Jim and Dan can help simplify your plan to make it more effective and easier to understand.

There are some important questions out there that you need to ask your advisor, that many people just don't think to ask. Let's make sure that you are getting all the information you need about your retirement.

We'll be looking at some of the famous sayings of Albert Einstein and seeing how they can relate to financial matters.

The market went a bit haywire back at the end of 2018. Was it just a big blip that is now over, or is it a harbinger of something worse that is on its way? Jim and Dan help decode the meaning behind what happened to the stock market.

We're going to be talking about something that we all experience at some point in our lives: stress. Finances can be a big source of stress. Let's go over how to stop worrying about your retirement.

With tax day fast approaching, let's take some time to explore the ins and outs of tax planning in retirement.

Making the right decisions with your finances is key to having a solid retirement plan, but oftentimes that involves weeding out the bad options and knowing how to spot a good option when you see it. So what are the best ways to learn the difference, and who are the best people to turn to for advice?

The financial world may seem dry and logic-driven, but there is actually a lot of different emotions that people ascribe to their money. We'll go over how these emotions can influence decision-making, and how to overcome these roadblocks to a well-made plan.

We'll take a look at how to evaluate your financial advisor. Let's make sure that you're retirement plan gets an A+.

There is a lot of conflicting and misleading information out there about mutual funds. Some people say that as long as you are invested in several different funds, you are diversified. Let's make sure that you know exactly what is correct and what will work for you when you plan for retirement.

It’s usually not hard to come up with ideas for New Year’s resolutions—things like exercising more, eating healthier, reading more books, or getting more sleep. The key is HOW you’re going to make those things happen. And it’s no different with financial resolutions. We'll tell you how to achieve some financial goals that you could set for yourself this year.

There are a lot of possible mistakes that you could make when planning for retirement. So many, in fact, that we couldn't fit them all into one episode. Let's detail some more common money mistakes that people make, so that you won't make them.

Just like a pilot going through his pre-flight checklist before takeoff, it’s important that you go through your pre-retirement checklist before walking away from a paycheck.

There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of these classifications. Hear how we can design a plan that fits your personality.

There is a lot of misinformation out there about annuities - namely, fixed index annuities with income riders. Jim and Dan will disperse the myths and give you the straight skinny about these investment vehicles.

Due to the recent volatility in the stock market, we've received quite a few listener questions. We'll answer questions about protecting your money during a crash, preparing for a worry-free retirement, and more.

Let's talk about who this show is all about - those that are most at risk in their portfolio without even realizing it. You might think that you are not at risk since you've received financial advice from elsewhere, but that could not be further from the truth. Jim and Dan will break down what to watch out for in your portfolio to make sure it is not too risky.

We hear talk all the time about The Bill Of Rights in the constitution. Why isn't there a bill of rights in regards to your money? Thankfully, Jim and Dan's firm has one that will help your money achieve as much as it possibly can in your retirement.

More listener questions have been coming in that focus on controlling the risk in your financial investments. Jim and Dan can offer help in doing just that.