Monday Morning Money
A Fishy CD Ad

A Fishy CD Ad

November 10, 2019

On today's show, we talk about a fishy CD Ad.  It serves to remind us when things sound too good to be true, they probably are. 

You can see more about this topic on our website at:


Stocks Climb A Wall of Worry

Stocks Climb A Wall of Worry

November 3, 2019

Stocks climb a wall of worry.

What does this mean? 

Today, we talk about:

  • The news always seems bad
  • Recessions, trade wars and now impeachment dominate the headlines.
  • But the stock market? What has it done.

We'll talk about it on this episode of Monday Morning Money.

Do You Need a Million Dollars to Retire?

Do You Need a Million Dollars to Retire?

October 27, 2019

Lisa asks a question: Do I need a million dollars to retire?

For some reason, people are fixated on this big round number. Some people will need at least that much if not more.  Others will be able to make it work with less—sometimes much less.  

We'll talk about the factors which determine the answer to the "how much" question.  And we'll give you a brief example of how much income a $1,000,000 nest egg can provide. 

For more information, visit our website at:

An Ice Cold Cola

An Ice Cold Cola

October 20, 2019

The Social Security cost of living adjustment, or COLA, has helped retirees combat the effects of inflation. The SSA recently announced the improvement for 2020. Spoiler alert: This is an ice-cold COLA.  We'll talk about how this can impact you, even if you aren't retired.

To learn more, visit our website at:

When Planning for Retirement, Where Do You Start?

When Planning for Retirement, Where Do You Start?

October 13, 2019

When preparing for retirement, where do you start?  That is a question submitted by Tony.  Today, on Monday Morning Money we'll answer it.

Tony asks:

"I'm 60 years old and want to retire in a few years. My wife and I have been saving in our 401k's, but the thought of retiring seems overwhelming. I need to figure this out, where do I start?"

To learn more or submit your question, please visit:

People are Living Longer

People are Living Longer

October 6, 2019

People are Living Longer.  This adds to the challenges you face when planning for retirement. 

You can learn more by visiting our webpage at

Earnings Matter

Earnings Matter

September 29, 2019

On any given day a headline—or even a tweet—can move the stock market. And sometimes those moves are extreme. But what really drives stock prices over the long-term?  Spoiler alert: Earnings matter.

In this episode we discuss:

  • Do Presidential Tweets move the market?
  • There is a lot of noise, but over time, profits drive the market.
  • A strong correlation between stock prices and earnings
  • Business in America is good.

To see more including the charts we mention in the podcast, visit:


Why Do People Run Out of Money During Retirement?

Why Do People Run Out of Money During Retirement?

September 26, 2019
Nearly half of Americans say running out of money is their primary concern.  So, why do people run out of money during retirement?  

In this episode we will discuss:

  • There is almost never just one singular reason, it is a combination of factors.
  • A major stock market decline is one factor, but it takes more than a bear market to derail retirement.
  • We identify four of the other common factors which lead to disaster.

To learn more, please visit:

Are Your Kids A Risk To Your Retirement?

Are Your Kids A Risk To Your Retirement?

September 16, 2019

Are your kids a risk to your retirement? Many parents provide financial help to adult children. That assistance could impact your retirement.

Today we share: 
  • Some statistics
  • It impacts how much you save for retirement.
  • How it can impact when and how you retire.
  • In extreme cases, it can deplete your nest egg.

 For More information:

Not As Bad As It Seems

Not As Bad As It Seems

September 9, 2019

In the investing world, things are often not as bad as they seem. The data doesn't always match the headlines.  

Today we talk about:

  • August was not good, but was it really bad? It felt really bad.
  • The worst month for stocks (so far) this year is...
  • Have we even had a correction in stocks yet?
  • Don't look now, but the US stock market is having a really good year.
  • So is everything else.
  • The fourth quarter is the "money quarter" for the stock market.

To learn more and look at pretty pictures, visit: