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

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Show Notes & More Episodes

306, 2021

What You Really Meant to Say Was…

June 3rd, 2021|Tags: , , , , , , , , |

Have you ever been speaking with a financial professional and felt like they were speaking in code? Today we’ll look at a few examples of what you might hear someone say and break the code by telling you what they really meant.

2005, 2021

How Long Will a Million Dollars Last You?

May 20th, 2021|Tags: , , , , , , , |

The question everyone has about retirement is how much am I going to need? A million dollars seems like a magic number, but how long will it actually last you? We’ll go through a recent Yahoo! Finance survey and discuss how we help clients determine that number for their retirement.

605, 2021

Are You Flirting with Financial Disaster?

May 6th, 2021|Tags: , , , , , , , , |

There are areas of your financial life that might be in bad shape and you don’t even realize it. On this episode, we’ll identify five areas of planning that could result in disaster if you haven’t paid them any attention.

2904, 2021

Are Advisors Invested in Your Results?

April 29th, 2021|Tags: , , , , , , |

Have you ever wondered how much your advisor thinks about your portfolio and how invested they get in your performance? We want to pull back the curtain a bit and give you the perspective from the other side of the table.

2204, 2021

What You Need to Know About Annuities

April 22nd, 2021|Tags: , , , , , , |

Many of our clients ask about annuities and whether they’re a good option to create income in retirement. If you’re in that same position, you’ll want to hear our detailed breakdown of this product, the pros and cons, and who would be a good fit for an annuity.

1803, 2021

Should Kids Be Involved in Financial Decisions?

March 18th, 2021|Tags: , , , , , |

A question that all parents have to weigh is how much should they involve their children in family finances. Every child is different and there are pros and cons to both sides of the argument. Today we’ll find out where Chris stands on this topic and how he talks to his children about money.

403, 2021

Our Financial Outlook for 2021

March 4th, 2021|Tags: , , , , , , , |

After the year we had in 2020, a lot of people want to know which direction we’re headed this year. While we don’t have a crystal ball, we do have some opinions on the strength of the economy and the sectors that enjoy a return to normal in 2021. Join us for this episode and get Chris’ financial outlook.

1802, 2021

Where Does My Financial Knowledge Come From

February 18th, 2021|Tags: , , , , , , , |

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?

402, 2021

Lessons from the Market Crash Hall of Fame

February 4th, 2021|Tags: , , , , , , , |

Everyone wants to know when the next market crash is going to happen, but there’s no one with that answer. The better question is what can you do to be prepared for that next crash? Let’s take a look back at the worst crashes in market history and what lessons they taught us about planning.

2101, 2021

What Drives Your Financial Advisor Crazy

January 21st, 2021|Tags: , , , , , , , , , , |

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world. As you would expect, Chris will give it to you straight.

701, 2021

Beginning of the Year Planning Items for 2021

January 7th, 2021|Tags: , , , , , , , , , |

The new year means it’s time to start laying out plans and goals for 2021. Let us help you with the financial side of those resolutions by highlighting six planning items to review over the next 12 months.

1712, 2020

Are Variable Annuities a Bad Investment?

December 17th, 2020|Tags: , , , , , , |

You’ll probably find that advisors have varying opinions when it comes to annuities, but variable annuities might have the worst reputation of them all. Today we’ll tell you why variable annuities aren’t usually a good investment and why Chris rarely uses them in portfolios he builds.

312, 2020

How to Pick the Right Financial Advisor

December 3rd, 2020|Tags: , , , , , , |

Picking a financial advisor is one of the most important things you’ll do for your retirement, but how do you know if you’re making the right choice? Today we’ll lay out the expecta-tions you should have for this relationship, what to look for when interviewing people, and why it can have a big impact on your financial future. Plus, we’ll tell you about the top 15 cities for retirement.

1911, 2020

Creating Model Portfolios for Clients

November 19th, 2020|Tags: , , , , , , , , |

What does it take to build a portfolio for a client? Today we’ll take you through the process of how we create model portfolios and what goes into determining what portfolio will work for each individual.

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.

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