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Financial Straight Talk with David Dickens

38 Episodes

52 minutes | Aug 19, 2018
Unhealthy Financial Foods
Let's explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning, as well as why life insurance might be a good fit for your needs.
52 minutes | Aug 12, 2018
It's Anyone's Guess
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed, along with financial jargon that some advisors might try using on you.
52 minutes | Aug 5, 2018
Unanswerable Questions
David will help answer some questions that you can't answer for yourself. We'll also detail how to customize a plan to your values, and why hiring an advisor is in your best financial interest.
52 minutes | Jul 29, 2018
A Custom Plan For You
A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes David tick and learn how age can affect wisdom.
52 minutes | Jul 22, 2018
What Is A Fiduciary?
This week, we'll determine the quality of your financial health. We'll also explore the meaning behind the fiduciary standard and the importance of legacy planning.
52 minutes | Jul 15, 2018
Better Late Than Never
Join us as we seek to avoid cutting corners in retirement planning. Learn what you can do if you're arriving late to the retirement planning table. Finally, we'll take some pointers from America's pastime, baseball!
52 minutes | Jul 8, 2018
Unreasonable Requests
While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear. We'll also piece together a financial jigsaw puzzle and check in on your advisor.
52 minutes | Jul 1, 2018
The Retirement Pyramid
What is risk aversion, and does it affect you? Find out what David has to say. We'll also cover the tax consequences of your investments and climb the retirement pyramid.
52 minutes | Jun 24, 2018
Getting In Tune
This week, David will teach you how to tune up your financial plan, and put your pride in check. That's right; you'd be surprised in what we can accomplish in under an hour.
52 minutes | Jun 17, 2018
Mind The Gap
If you've ever ridden the subway in London, you've probably noticed the "Mind The Gap" signs warning you to beware of the gap between the train door and the station platform. Let's talk about minding the gaps in your retirement plan. We'll also discuss the financial issues we tend to procrastinate and do a little couples planning.
52 minutes | Jun 10, 2018
Just What The Doctor Ordered
Think of David as your financial doctor. Hear what he would prescribe for some symptoms you may be experiencing. After that initial consult, we'll learn some financial lessons from quotes by Mick Jagger, as well as identify some red flags you should watch out for in your portfolio.
52 minutes | May 27, 2018
How To Achieve Your Retirement Goals
Everyone has something they want to do or accomplish in retirement. Let's talk about your retirement goals. We'll also have a conversation on tax planning and some things that don't matter...until they do.
52 minutes | May 20, 2018
Not Your Parents' Retirement
Your retirement will look much different than your parents'. Find out why. We'll also explain why there's really only three places you can invest and try to determine your spending personality.
52 minutes | May 13, 2018
Mother Knows Best
In honor of Mother's Day, let's take some financial lessons from mom. We'll also unpack the concept of non-correlated income. Finally, we'll share some uncommon sense. 
52 minutes | May 6, 2018
Financial Codebreakers
We're not going to get too political, but join us for a discussion on financial planning in Trump's America. We'll also learn finance from the world of medicine. Finally, tell your advisor to give it to you straight. It's time we stop speaking in financial code. Say what you mean.
52 minutes | Apr 29, 2018
Double-Edged Swords In Retirement
Your financial circumstances could have both positive and negative aspects. Learn about that double-edged sword. We'll also listen to the wisdom of Will Rogers and have a conversation on life insurance.
52 minutes | Apr 19, 2018
Flirting With Disaster
Don't flirt with disaster in your portfolio. Learn where danger could be lurking. We'll also learn about retirement by exploring the game of basketball and play a game of "Fact Or Fiction."
52 minutes | Apr 12, 2018
Opportunity Riding A Dangerous Wind
Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.
52 minutes | Apr 5, 2018
Music Lessons
Learn financial lessons from some of the richest musicians in history. We'll also find out whether David could be elected to the hypothetical office of financial advisor. Finally, we'll take a deep dive and examine pensions.
52 minutes | Mar 29, 2018
Your Financial Philosophy
Get philosophical, and ponder important financial questions. We'll also give you the good news and bad news about your finances. Finally, join us as we unpack long-term care.
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