Welcome back to another episode of Our 2 Cents! This week we're discussing the 33rd Annual Retirement Confidence Survey to give you a better understanding of how your peers are feeling about various aspects of retirement. Then we're sharing some tips for planning upcoming summer vacations.
During this week's episode of Our 2 Cents, we dive into the complex world of financial decision-making during some of life's most pivotal moments. From exciting times to challenging ones, we share tips to help you make informed decisions during these different ages and stages of life.
Another bank failure doesn't mean a failure of the banking system. But we are talking about the very real implications that it does have. Plus, we're sharing a listener-suggested article about how heart health should be top-of-mind as you plan for retirement.
Our 2 Cents is back this week with a discussion about what's in store for Social Security in the years ahead. Plus, we're taking a closer look at Bed, Bath and Beyond's demise and lessons to learn from what happened to the once beloved retail chain.
Welcome back to another great Our 2 Cents episode with Steve and Gabriel Lewit! In store for today is a thoughtful conversation about the wisdom that comes with age and experience, and how it impacts your financial planning. Plus, they're sharing fun quotes and big money regrets!
Richard Branson's Virgin Orbit (VORB) collapsed last week and Steve and Gabriel are here to discuss what lead to its demise, and the inherent risks involved with picking individual stocks. Plus, they're sharing details on I bonds, answering listener questions, and more on today's show!
The Fed's efforts to curb inflation have continued this week, and that's our first segment on this new episode of Our 2 Cents. Then, Steve and Gabriel are taking a look at some major shifts in the vacation rental industry and wrapping up the show with listener questions.
Steve and Gabriel start off today's show by sharing their thoughts on the recent collapse of Silicon Valley Bank and what it could mean for you. Then, they switch gears to wrap up our Part 2 of different investor personalities. Listen in now to this new episode of the Our 2 Cents podcast!
Have you ever noticed certain personality traits in yourself when it comes to your financial matters? In Part 1 of a 2-part series, Steve and Gabriel explore the world of investor personality types and how, as advisors, they've learned to work with and help all kinds of investors.
It's the first week of March and we have spring fever on the Our 2 Cents podcast! Today, Steve and Gabriel are sharing some spring cleaning tips for your finances and diving a bit deeper into asset allocation. Plus, we have a couple other fun segments on the show, too!
Continuing from last week's conversation about Monte Carlo simulations, we're sharing our preferred income planning techniques and why we feel they provide enhanced benefits, both financially and emotionally. But first, we're flipping the script and starting the show with listener questions!
Today we're poking holes in a common financial planning strategy called a Monte Carlo and explaining why we don't consider it to be a reliable planning technique. Then, we are giving you 5 ways to keep feeling young throughout your retirement years.
Healthcare in retirement is complex, so on today's episode we're breaking down parts A, B, C and D of Medicare. Plus, the guys are sharing their interpretations of some quotes Steve gathered for us and then answering some "Get to Know Us" questions.
On today's episode of Our 2 Cents, your hosts Steve and Gabriel Lewit are sharing the top 10 states where $1 million in retirement might not last you as long as you need. Then they're discussing the latest IRS scams you'll want to be able to spot so you can protect yourself this tax season.
We have a great retirement planning assessment / checklist for you to kick off the new year on today's podcast episode! But before we dive into that, we're discussing the debt ceiling which was on track to be reached Thursday, and what that can mean for the U.S. economy going forward.
Welcome to the first episode of the Our 2 Cents podcast for 2023! We're excited to kick off our show with some exciting new topics.
First, we're sharing four numbers to keep in mind as you plan ahead for the new year. Then we're looking at what retiring with $1 million could look like, and we round out the show with a couple listener questions.
Tesla stock has received quite a hit this year and we're diving into all the stats. Next, we look back on market forecasts from the start of 2022 to see how right or wrong they were. We wrap up the show with some insight into Secure 2.0 and the ways it will impact retirement planning.
You've probably heard these expressions and idioms at some point in your life, perhaps from a wise Grandmother even, but today we're looking at them through a financial lens. But before we do that, we're diving into a bit of a "smorgasbord" of current events in the investing world.
The year is wrapping up and it's got us thinking about 10 somewhat nerdy, but ultimately important, "end-of-year planning" tasks to put on your radar. Then we're tackling two listener questions about life insurance!
Welcome back to a new episode of the Our 2 Cents podcast! This week, Gabriel puts Steve's retirement knowledge to the test with a fun game of Retirement Fact or Fiction.
Read below for hints at the quiz questions and tune in to see how many Steve gets correct!
Inspired by Steve's recent visit to NYC during the New York City Marathon, we're looking at preparing for retirement as one would prepare for a marathon. From all the preparation to do in advance of the race, to maintaining a proper pace, and making it to the finish line, we're covering the entire journey on this week's podcast episode.
This week's episode of the Our 2 Cents podcast features a thought-provoking topic about making financial decisions and comparing what you're doing to what else might be out there. Then we answer a couple questions from listeners of ours, and Steve and Gabe are answering an interesting "Get to Know Us" question too.
Like the lights that pop up on your car's dashboard to tell you something is wrong, there are warning signs that can indicate potential trouble in your financial life too. On today's episode, Steve and Gabriel are discussing things to watch for to spot potential problems ahead. Plus, they're sharing some quick hits and answering a listener question.
The gross national debt is inching close to an important statutory ceiling and Steve and Gabriel are here to break down what that all means on this new episode of Our 2 Cents.
They're also sharing real experiences when their clients' emotions took over the the driver's seat in their financial planning.
We're back again on the Our 2 Cents podcast! Gabriel and Steve are putting a different spin on talking about recent market behavior by sharing some do's and don'ts when considering your options. Next, they're drawing comparisons between the world of retirement planning and America's favorite sport to watch: Football.