Episodes

  • The Three Essential Pillars of Financial Confidence - July 12, 2025

    The Three Essential Pillars of Financial Confidence - July 12, 2025
    Jul 13 2025
    Today Chris and Dan discuss three areas that are crucial to a successful retirement plan - income planning, tax planning and managing investments. These areas are all different in retirement than they are when someone is working, and the guys take a look at what needs to be done to help your plan be as efficient as possible.
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    54 mins
  • Risk: What Your Advisor May Not Be Telling You - July 5, 2025

    Risk: What Your Advisor May Not Be Telling You - July 5, 2025
    Jul 6 2025
    Today Dan and Alex Diaz from the Harlow Wealth office look at risk, and how people who think they are invested conservatively may not be, because their advisor thinks of conservative investments differently than they do.
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    48 mins
  • Common Investment Mistakes in Retirement - June 28, 2025

    Common Investment Mistakes in Retirement - June 28, 2025
    Jun 29 2025
    Chris and Dan revisit some of the most common investment mistakes when planning for retirement, and how emotions play a role in making, or not making, those mistakes.
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    54 mins
  • Mind Over Markets - June 21, 2025

    Mind Over Markets - June 21, 2025
    Jun 22 2025
    Today Dan hosts with Aaron Argiso from the Harlow Wealth office as they talk about market volatility, and how people, along with their advisor, can help manage their emotional response to the ups and downs that inevitably occur with their investments.
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    51 mins
  • Tax Strategies - Keep More of Your Retirement Dollars - June 14, 2025

    Tax Strategies - Keep More of Your Retirement Dollars - June 14, 2025
    Jun 15 2025
    Chris and Dan look at various strategies used to help you keep more money in your own pocket instead of needlessly paying it to Uncle Sam.
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    54 mins
  • Building A Partnership to Help Secure Your Financial Future - June 7, 2025

    Building A Partnership to Help Secure Your Financial Future - June 7, 2025
    Jun 8 2025
    Chris and Dan take a look at choosing the right financial advisor as one of the most critical decisions you can make, especially as you approach retirement.
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    50 mins
  • Consider Rebalancing Your Retirement Portfolio - May 31, 2025

    Consider Rebalancing Your Retirement Portfolio - May 31, 2025
    Jun 1 2025
    Chris and Dan take a look at rebalancing your portfolio and why it should be done periodically to help reduce the risk you could be taking depending on the performance of what is in the portfolio.
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    51 mins
  • Three Essential Pillars of Financial Security - May 24, 2025

    Three Essential Pillars of Financial Security - May 24, 2025
    May 25 2025
    Chris and Dan Erickson revisit three areas which are essential for a solid retirement plan - income planning, tax planning and investment strategizing.
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    51 mins