Episodes

  • Common Investment Mistakes in Retirement - June 28, 2025

    Common Investment Mistakes in Retirement - June 28, 2025
    Jun 29 2025
    Chris and Dan revisit some of the most common investment mistakes when planning for retirement, and how emotions play a role in making, or not making, those mistakes.
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    54 mins
  • Mind Over Markets - June 21, 2025

    Mind Over Markets - June 21, 2025
    Jun 22 2025
    Today Dan hosts with Aaron Argiso from the Harlow Wealth office as they talk about market volatility, and how people, along with their advisor, can help manage their emotional response to the ups and downs that inevitably occur with their investments.
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    51 mins
  • Tax Strategies - Keep More of Your Retirement Dollars - June 14, 2025

    Tax Strategies - Keep More of Your Retirement Dollars - June 14, 2025
    Jun 15 2025
    Chris and Dan look at various strategies used to help you keep more money in your own pocket instead of needlessly paying it to Uncle Sam.
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    54 mins
  • Building A Partnership to Help Secure Your Financial Future - June 7, 2025

    Building A Partnership to Help Secure Your Financial Future - June 7, 2025
    Jun 8 2025
    Chris and Dan take a look at choosing the right financial advisor as one of the most critical decisions you can make, especially as you approach retirement.
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    50 mins
  • Consider Rebalancing Your Retirement Portfolio - May 31, 2025

    Consider Rebalancing Your Retirement Portfolio - May 31, 2025
    Jun 1 2025
    Chris and Dan take a look at rebalancing your portfolio and why it should be done periodically to help reduce the risk you could be taking depending on the performance of what is in the portfolio.
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    51 mins
  • Three Essential Pillars of Financial Security - May 24, 2025

    Three Essential Pillars of Financial Security - May 24, 2025
    May 25 2025
    Chris and Dan Erickson revisit three areas which are essential for a solid retirement plan - income planning, tax planning and investment strategizing.
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    51 mins
  • The New Retirement Equation - May 17, 2025

    The New Retirement Equation - May 17, 2025
    May 18 2025
    Retirement planning changes constantly - from penstions to 401Ks to other do-it-yourself templates for creating a nest egg. Today Chris and Dan look at some of the changes and some of the best strategies to help you put a financial plan together that meets all of your future retirement needs.
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    50 mins
  • The Retirement Income Blueprint - May 10, 2025

    The Retirement Income Blueprint - May 10, 2025
    May 11 2025
    Turning your retirement savings accounts into vehicles that can provide steady, reliable income is a different process. Today Chris and Dan take a look at the way this is done, using various financial strategies and vehicles that do exactly that.
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    51 mins