“Cut The Crap” Podcast2020-04-28T13:07:41+00:00

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Show Notes & More Episodes

1510, 2020

Hindsight in 20/20 in Financial Planning

October 15th, 2020|Tags: , , , , , , , , , |

We all have some things we would have liked to differently in hindsight, especially as it relates to our finances. That might be especially true in 2020 as we all deal with difficult circumstances due to COVID-19. Here are some things we might hear about our planning decisions in hindsight.

110, 2020

Obsolete Retirement Planning Ideas

October 1st, 2020|Tags: , , , , , , , , , |

Investing now is much different than it was even 20 years ago and your retirement planning needs to evolve with it. Today we’ll discuss five different planning ideas that might have been solid at one point but don’t work as much under the current economy and market conditions.

309, 2020

The 4 Core Areas Of Your Portfolio

September 3rd, 2020|Tags: , , , |

Putting together a retirement portfolio can seem like a daunting task, especially if you don't have a lot of knowledge pertaining to the financial industry. Chris discusses what the 4 key areas of a portfolio are and some things you should look out for in each category.

2008, 2020

Are You Making These Classic Pre-Retiree Mistakes?

August 20th, 2020|Tags: , , , , |

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.

608, 2020

How Will The Stock Market React To The 2020 Election?

August 6th, 2020|Tags: , , , , , |

Many people believe that whoever is in the Presidential office has a direct correlation to how the stock market performs. Today Chris is here to debunk some common misconceptions about the relationship between the stock market and political matters.

1806, 2020

Mailbag: Online Retirement Calculator, Diversification, Feeling Behind On Saving

June 18th, 2020|Tags: , , , , |

Today episode is dedicated to answering some email questions that we have received in the mailbag. We'll cover how accurate online retirement calculators are, having diversification in your portfolio, and the importance of being able to generate income in retirement.

2105, 2020

Is Your Portfolio Underperforming the Market?

May 21st, 2020|Tags: , , , , |

This week, we look a bit more in depth at the Dalbar Report to see what key factors cause investors to frequently underperform the market. Find out how you can use the findings from the Dalbar Report to make smart decisions with your money in this uncertain, volatile time.

705, 2020

What the Dalbar Report Tells Us About Market Timing & Investor Behaviors

May 7th, 2020|Tags: , , , , , |

Many people think it's possible, with the right information or the right guidance, to time the market. Chris turns to the Dalbar Report to give us a look into the stock market history and how emotional decisions and attempts to time the market have panned out for investors over the last several decades.

2704, 2020

What You Need To Know About The CARES Act

April 27th, 2020|Tags: , , , , |

The CARES Act provides relief to individuals and small businesses struggling financially due to the coronavirus health crisis but how does it affect you directly. Let's look at five of the key provisions and explain why they are important to your financial plan.

1810, 2018

How To Choose Health Savings Accounts

October 18th, 2018|Tags: , , |

There's a lot of confusion out there surrounding Health Savings Accounts. Chris will talk about how you can become eligible for a health savings account as well as how to choose the account that's right for you. He'll also give you a tip on hidden Medicare taxes that you might not be aware of, and give you his take on a recent tax-related executive order.

410, 2018

Long Term Care Needs

October 4th, 2018|Tags: , , |

Does your retirement plan include the potential costs of long-term care? Are you unsure if you need to even plan for long-term care? On this episode, Chris will discuss some essential facts about long term care and what that means for you. But first, he'll dive into some surprisingly affordable retirement destinations in the Caribbean, as mentioned in USA Today.

2009, 2018

Win Retirement

September 20th, 2018|Tags: , , |

What does it mean to "win" in retirement? Chris will show you how removing uncertainty in three key areas of your portfolio will bring you closer to a worry-free retirement where you can focus on what really matters to you. He'll also discuss his perspective on wealth in relation to recent news events, and later he'll get into some listener-submitted questions.

609, 2018

Mega Backdoor Roth IRAs

September 6th, 2018|Tags: , , , |

You've probably heard about various types of Roth IRAs, but Chris will introduce you to the Mega Backdoor Roth IRA and discuss how this can be an amazing tool for folks whose income does not allow them to contribute to a Roth IRA. Later on, get some insight into pension options, as well as the dangers of variable annuities.

1907, 2018

How Do You React To Market Corrections?

July 19th, 2018|Tags: , |

Anytime the market is moving in a downward direction, or even just wavering, we see people react in various ways. Take a listen to see if you identify with one of these common reactions to market corrections. Do you over-trade as a response? Do you stick your head in the sand or run around like a chicken with your head cut off? We’ll give you ways you can avoid becoming your worst enemy and show you how to keep particular emotions and reactions in check during times of market turmoil.

507, 2018

Dangers Of Overlooking Inflation

July 5th, 2018|Tags: |

Overlooking inflation is an easy thing to do. It happens, typically, slowly. You don't notice it immediately, but after a while it can dramatically change the face of your financial plan. Chris will tell us some of the things we need to know when it comes to accounting for inflation in our plans.

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