Hear Kevin explain why your bank account should be thought of as a loan to the bank (because it is!). Conversely, he’ll detail key investor protections you benefit from by not having your account a general liability of a bank but a segregated account at a custodian. He’ll go farther and explain… Continue reading
Tag Archives: Podcast
Ep 119: Top 5 To-Do’s Before You Retire
Getting to the point where you finally decide to retire is one thing, but trying to ride off into the sunset can be an exceptionally tall task. Hear Tyler Emrick, CFA®, CFP®, talk through his five must-do items to help you feel confident about cutting the paycheck cord. Continue reading
Ep 118: How Much Is the Right Amount Of Cash?
Coming off a year with unprecedented interest rate hikes, everywhere you turn there is an advertisement for yields on CDs or other types of savings accounts. Clients are asking whether they should consider using these products, and if so, to what extent. Continue reading
Ep 117: Nearing Retirement But Facing Potential Layoff?
Listen as Tyler Emrick, CFA®, CFP®, talks through what industries are getting hit the hardest and what you can do now to help protect your retirement in the face of job insecurity. Continue reading
Ep 116: What are Retirees Doing After Poor Market Returns in 2022
Listen as Tyler Emrick, CFP, CFA, shares his clients’ stories to uncover their questions and how they plan to navigate the challenges posed by the current market and economic landscape. Continue reading