October31

#191 Open Enrollment Season

Ah, the change of the clocks, the never-ending temptation of Halloween candy and the mind numbing exercise of choosing new benefits! It’s that time of year — open enrollment — and we have special guest Paul Essner of The Signature Group to help wade through the choices. Download the podcast on iTunes Download the podcast on feedburner
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October25

Did QE Work?

Almost exactly six years ago the Federal Reserve launched an unconventional program of buying bonds to rescue a faltering economy. Since then, the Fed’s balance sheet has ballooned by $3.5 trillion, close to 25 percent on the nation’s gross domestic product. The central bank is expected to announce the end of the program, known as
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October24

#190 Credit Boot Camp with John Ulzheimer

Nationally recognized expert on credit reporting, credit scoring and identity theft John Ulzheimer joins us for a pre-holiday season credit boot camp! John is the President of The Ulzheimer Group, the Credit Expert at CreditSesame.com and the credit blogger for Mint.com. Formerly of FICO, Equifax and Credit.com, John is the only recognized credit expert who actually comes
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October23

Estate Planning Checklists

It’s National Estate Planning Awareness Week, which means it’s time for me to nudge you to “do estate planning”. I received great feedback when I published estate planning advice last year, soon after my father died. A year later, I have fine-tuned a few things, but must say emphatically that while you should consult with
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October19

Near-Correction of 2014 is NOT the Crash of 1987

October, month of crashes, has brought out the bears. It has been three long years since the broader indexes have seen downside moves of 10 percent and just like clockwork, here it is October and we have finally come close to the much-anticipated correction. The selling has been attributed to a slow churn of worry,
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October19

#189 Democratizing Investing with Mitch Tuchman

After a volatile period in the markets, it’s time to focus on things you CAN control, like the expenses you pay for investment management. MarketRiders.com and ReBalance-IRA.com founder Mitch Tuchman joins us to explain why now is a great time to seek affordable investment advice. Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3)
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October10

#188 How to Land a Job for You and Your Kids

It’s parents’ weekend at many colleges all over the country, a perfect time for career expert, Sheila Curran of The Curran Consulting Group (CCG) to join us for a guest appearance. Sheila has spent a chunk of her career running college career service centers and is now a consultant who helps would-be job seekers of all ages to
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October07

The Retirement Squeeze

Americans are worried about retirement…very worried. According to a recent survey from Wells Fargo and Gallup, despite recent gains in the economy and the financial markets, 46 percent of investors continue to be nervous that they will outlive their savings in retirement. That’s probably a pretty valid concern, considering that a sizable percentage of workers
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October04

Goldilocks Jobs Report for the Fed

The economy bounced back and created a better than expected 248,000 jobs in September and upward revisions for the previous two months amounted to an additional 69,000 jobs than previously reported. Coming into the fourth quarter, 2014 monthly job creation has averaged 227,000, up 17 percent from last year’s pace. According to Bill McBride at
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October03

#187 Fin Planning Week with CFP Board CEO Kevin Keller

What better way to celebrate Financial Planning Week than to have special guest Kevin Keller, the CEO of the Certified Financial Planner Board of Standards join the show! Kevin discussed why working with a CFP professional is so important and noted that while there are over 200 financial designations out there, very few are as
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