Preview Mode Links will not work in preview mode

Common Sense Financial Podcast

Nov 22, 2023

In this episode we talk about the importance of using key performance indicators beyond just investment performance to gauge the health of one's retirement plan.

There are five crucial data points that form the foundation of a successful retirement strategy: passive income, effective tax rate, cash flow ratio, banking...


Nov 15, 2023

In this episode on Certificates of Deposit (CDs) as investments, we talk about the nuanced decision-making involved in purchasing CDs and whether or not CDs are good investments, particularly in a rising interest rate environment, and we explain why interest rates are the only factor you need to consider.

Wealth...


Nov 8, 2023

In this episode, we delve into the link between overall retirement quality and the confidence you have in your financial plan. We emphasize how a well-designed retirement strategy tailored to your needs, not solely reliant on market performance, is pivotal for boosting confidence and making your retirement plan a...