The Financial Fundamentals Show

Alec
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  • UPDATED MONTHLY

Want to learn about finance but looking to laugh and have fun at the same time? This podcast is geared for retirees and pre-retirees who want answers about everything financial related. If you are 50+, you will love this show. Its geared towards your needs and concerns. Learn tips on retirement, financial planning, generating income in retirement and more.

Episodes

  1. "The Financial Fundamentals Show," Episode 112: What to do with a Financial Windfall

    06/26/2023

    "The Financial Fundamentals Show," Episode 112: What to do with a Financial Windfall

    Congratulations. You just received a nice chunk of money. Now what? Should you spend it? Save it? Loan it? Burn it? Listen to this month's podcast to get ideas on what to do with your new settlement, lotto, inheritance or divorce assets.

    27 min
  2. "The Financial Fundamentals Show," Episode 111: Everything You Wish You Knew About Social Security

    06/19/2023

    "The Financial Fundamentals Show," Episode 111: Everything You Wish You Knew About Social Security

    There is a lot to know about Social Security. So much, in fact, that it may bore and confuse you to tears. However, the information is so crucial to your success in retirement. Take a listen to this podcast and learn common mistakes and strategies about America's financial safety net.

    32 min
  3. "The Financial Fundamentals Show," Episode 110: Life After Divorce

    06/10/2023

    "The Financial Fundamentals Show," Episode 110: Life After Divorce

    Divorce can be the best and worst thing that has ever happened in your life. Let's take lemons and make lemonade as we share some ideas on how to cope.

    46 min
  4. "The Financial Fundamentals Show,” Episode 109: How is your retirement going to be different than your parents?

    02/06/2023

    "The Financial Fundamentals Show,” Episode 109: How is your retirement going to be different than your parents?

    Did your parents talk about how hard life was when they were your age? Walking uphill, both ways, in the snow, barefoot? Well congrats! You may have it harder than they do now! Let's explore some of the differences between how your parents retired versus what you may have to contend with.

    32 min
  5. "The Financial Fundamentals Show,” Episode 108: Life After Layoffs

    01/30/2023

    "The Financial Fundamentals Show,” Episode 108: Life After Layoffs

    Yes, the rumors are true, there is life after a layoff. Join us on this episode of "The Financial FUNdamental$ Show" and let's get you back on track!

    31 min
  6. "The Financial Fundamentals Show,” Episode 107: Why Rollover your 401(k)?

    01/24/2023

    "The Financial Fundamentals Show,” Episode 107: Why Rollover your 401(k)?

    Rollovers aren't just for dogs. Humans can rollover, too! Listen to the many benefits of 401(k) rollovers and why they are so important.

    39 min

  7. 12/08/2022

    "The Financial Fundamentals Show,” Episode 106: Growth vs. Income

    You've heard the words before, but what do they really mean when it comes to investing? What strategy is best for you and why?

    28 min

  8. 12/08/2022

    "The Financial Fundamentals Show,” Episode 105: High Net Worth Investing

    Ever wonder what High Net Worth Investors are doing that the rest of us are not? Are you curious about what other tools they have at their disposal? Take a listen to this episode where we discuss some other tools outside of the typical Stock/Bond allocation.

    38 min
  9. "The Financial Fundamentals Show," Episode 104: The Truth about Annuities

    10/29/2022

    "The Financial Fundamentals Show," Episode 104: The Truth about Annuities

    Annuities are not good or bad, they just "are." Find out why they are so controversial, what they are, how they work, and what they could mean for your portfolio.

    45 min

  10. 03/08/2022

    "The Financial Fundamentals Show," Episode 103: The Importance of Tax Strategy

    Tax! That scary three letter word. Well, it's not all bad. Taxes pay for the infrastructure of our country, our roads, our... okay, yeah, you're right. Taxes stink. Let's talk about ways to mitigate those taxes and make your life a little more tax-free, shall we?

    31 min

  11. 03/01/2022

    "The Financial Fundamentals Show," Episode 102: Inflation

    What is Inflation? What does it mean to you and your portfolio as an investor? Are we headed towards hyperinflation or deflation? Wha---aaat?! Everything you've wanted to know about inflation and more, check us out and have a great laugh and learn something new.

    29 min
  12. "The Financial Fundamentals Show," Episode 101: Retirement Accounts

    02/27/2022

    "The Financial Fundamentals Show," Episode 101: Retirement Accounts

    Ready to have some fun with retirement accounts? Did you know it is possible to have fun learning about retirement accounts? Ever wonder what a 401(k) really is? A SEP? Do you need a Roth? If so, why? How do you know if you are even eligible? What are the differences? Alec and Robyn do a funny "deep dive" into the world of Retirement Plans and give you all the information you need to know to best maximize your retirement.

    24 min
  • 12 Episodes

Ratings & Reviews

About

Want to learn about finance but looking to laugh and have fun at the same time? This podcast is geared for retirees and pre-retirees who want answers about everything financial related. If you are 50+, you will love this show. Its geared towards your needs and concerns. Learn tips on retirement, financial planning, generating income in retirement and more.

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