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Mind Over Money: Retirement Planning Facts vs. Feelings

23 Episodes

25 minutes | Dec 29, 2020
Ep 23: Prime Rib & Retirement Planning
Preparing prime rib has many parallels to financial planning. They both take meticulous preparation and attention to detail. But perhaps the most important takeaway is that to complete both of these activities successfully, you must keep the end goal in mind. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
25 minutes | Dec 21, 2020
Ep 22: Setting Up Your Financial Plan For Success In 2021
As we see the year winding down, people usually make resolutions for the new year. Today Adam will discuss a few topics that you might be able to implement in your financial plan for a solid 2021. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
27 minutes | Dec 17, 2020
Ep 21: Year End Review And Previewing 2021
Adam will discuss what you should be reviewing in your finances as you close out each year, as well as what we have to look forward to in 2021.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
26 minutes | Dec 10, 2020
Ep 20: Variable Annuities - The Financial White Elephant
White elephant gifts are gifts that seem good for you but are actually terrible. Adam will dive into the history of the phrase, and explain why it applies to variable annuities.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
27 minutes | Dec 3, 2020
Ep 19: Winning At Retirement
Using some sports analogies, Adam will go over how you can make sure that you are winning the game of retirement.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
26 minutes | Nov 24, 2020
Ep 18: Graditude
On this Thanksgiving edition of the show, Adam will reflect on what he is grateful for in this past year. He'll also discuss what financial lessons we have learned from the unexpected events of 2020.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
27 minutes | Nov 19, 2020
Ep 17: IRAs
There is a lot of information to cover about IRAs, especially now that recent tax code changes has affected what you can and cannot do with them. Make sure that you are up to date with your IRA knowledge.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
26 minutes | Nov 12, 2020
Ep 16: Long Term Care
Make sure that you know all of the different decisions that will have to be made about long-term care insurance and how to pay for it.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
27 minutes | Nov 5, 2020
Ep 15: Don't Gamble With Your Finances
If you're not careful, investing can be like a risky gamble. Make sure that you are being prudent with your portfolio.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
27 minutes | Oct 29, 2020
Ep 14: Taking A Closer Look At Taxes
With the year starting to wind down, it's time to start thinking about tax planning and tax preparation. Adam shares some tax perspectives that you may not have considered.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
27 minutes | Oct 21, 2020
Ep 13: Busting Financial Myths
There are some financial myths out there that you may have fallen for. Adam will go over some common myths and give you the truth behind them.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
25 minutes | Oct 14, 2020
Ep 12: The 4 Percent Rule
The 4 percent rule has gained a lot of attention lately because we are in unprecedented economic times. Adam talks to us today on the information that was gathered to form this rule and how it can still be relevant today.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
26 minutes | Oct 8, 2020
Ep 11: The Role of the Modern Financial Advisor
The role of the financial advisor has changed through the years. Adam will review what you should be looking for in a financial advisor that is helping you plan for retirement.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
26 minutes | Sep 30, 2020
Ep 10: Social Security
Adam will go over some of the most essential things you should know about social security, and how it could impact your retirement plan.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
26 minutes | Sep 23, 2020
Ep 9: Crash Course On Bonds
There is a lot of information out there on bonds. Adam will distill it all down into the essential things to know. Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/  
27 minutes | Sep 16, 2020
Ep 8: The Psychology Of Finances
We have a special guest on this episode to discuss some psychological phenomena and how they might be affecting your financial decisions.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
27 minutes | Sep 9, 2020
Ep 7: Annuities
We'll give you a crash course on annuities and whether they might be a good fit for your financial plans.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
27 minutes | Sep 2, 2020
Ep 6: The Importance Of Income
Income is the #1 thing that you have to take care of in retirement. Adam will help you make sure that all your possible income streams are covered.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
27 minutes | Aug 26, 2020
Ep 5: Thinking About Money
Adam has a special guest on this week's show to help him talk about how we tend to think about money.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
26 minutes | Aug 19, 2020
Ep 4: Life Insurance
These days, getting a grasp on life insurance is more important than ever. Hear Adam give you the ins and outs of what to know.   Contact Adam: mindovermoneyradio@gmail.com 844-886-6639 https://www.aimretirementplanning.com/
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