18 episodes

Helping you achieve your own Financial Freedom. The Carriage House Planning Report is a personal financial planning podcast focusing on distilling financial news, markets, and politics through the lens of a CERTIFIED FINANCIAL PLANNER™ Professional.

The Carriage House Planning Report Carriage House Planning

    • Business
    • 5.0 • 3 Ratings

Helping you achieve your own Financial Freedom. The Carriage House Planning Report is a personal financial planning podcast focusing on distilling financial news, markets, and politics through the lens of a CERTIFIED FINANCIAL PLANNER™ Professional.

    Why You Should Care About the Fall of FTX

    Why You Should Care About the Fall of FTX

    There is a secret hiding in the shadows of the fall of FTX that can and will impact every American, yet few have any idea what is going on.

    • 1 hr 19 min
    The "R" Word: A Scary Halloween Special

    The "R" Word: A Scary Halloween Special

    Retirement is a bad word in our opinion. Not only is it riddled with implied meanings but it is also a word that conflicts with us, subconsciously.

    You may be pursuing the goal of one day becoming "retired", or perhaps you already are. Either way, consider replacing this one word in your vocabulary and you may be surprised at what else changes.

    • 56 min
    One Size Does Not Fit All

    One Size Does Not Fit All

    A controversial take on Financial Planning, from a long-time financial
    planner.

    • 45 min
    When the Super Hero Destroys the Town

    When the Super Hero Destroys the Town

    Recommended Reading:
    https://realinvestmentadvice.com/wall-street-wins-again-as-esg-scam-infiltrates-retirement-plans/
    https://www.wealthmanagement.com/regulation-compliance/sec-s-esg-proposals-take-aim-advisor-greenwashing
    https://www.zerohedge.com/markets/esg-funds-post-largest-monthly-outflow-record-greenwashing-racket-starts-unravel

    • 1 hr 7 min
    The Hidden Benefits of Planning (and taking) a Vacation

    The Hidden Benefits of Planning (and taking) a Vacation

    A special episode while on the road with my family.

    • 13 min
    Better Understanding College Expense Planning

    Better Understanding College Expense Planning

    Have you ever wondered how it could be that college cost inflation has doubled that of wages over the past 30 years? It would seem that the cost to earn a degree should rise in lockstep with that of wages, as society more and more insists that a college degree is required to have an opportunity to make an honest living. Well, we know this isn’t the case.

    Today we explore a little history on how and why college costs have skyrocketed while wages have not. We then look at these driving forces to better understand what we may expect in the years ahead as we plan for the education of the next generation.

    We discuss the best strategies for planning for college costs. We also uncover how grandparents, family, and friends may most effectively help a student fund their education goals. And we talk about some lesser known strategies which may be more appropriate depending on your personal circumstances and needs. Today on the Carriage House Planning report: Better understanding college expense planning.

    • 1 hr 32 min

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