Enjoy some of our popular show archives! If you would like more information on our firm or on how to be a sponsor or guest on our show, please give us a call at (561) 210-7887. If you have a question you would like answered on our show, please email [email protected] Learn more at MYW Home
8.24.18 Topic: How to diversify with bonds. Estate planning basics.
8.17.18 Topic: 4 P’s to Financial Planning, retirement surveys, risk of DIY investing and investor behavior
8.10.18 Topic: Benchmark your portfolio. How does your brain make investment decisions. Top retirement road map numbers.
8.3.18 Topic: Employer benefits and retirement. What you don’t know about retirement. Design retirement income buckets.
7.20.18 Topic: Hiring the right financial advisor or Vet. Behavioral finance
7.6.18 Markets, trade wars, homeostasis. Retirement red-zone, taking the leap, Age Wave, SMART goals.
7.13.18 Top underestimated retirement expenses, digital planning. 3 Buckets for retirement income.
6.29.18 Topic: Forecasts and shark attacks, diet to money psychology. Free lunches and your search for retirement income.
6.22.18 Topic: About our show, industry & life. Occam’s Razor. Important steps to get ready for retirement.
5.4.18 Topic: Market Maxims, Sell in May, household income, retirement roadmap
6.9.17 Topic: Trump dump, Sell in May, Dalbar Study. Guest: Aaron Gillman, CFA, CIO IFP
6.2.17 Topic: Fiduciary standard, behavioral finance, markets. Guest: Louis Navellier
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To determine which investment(s) may be appropriate for you, consult your financial advisor and tax professional prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk
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