Monday Morning Money
The Financial Planner’s 2019 Holiday Gift Guide

The Financial Planner’s 2019 Holiday Gift Guide

December 16, 2019

What do you get the young adult child who already has everything?  How many gift cards do you really want to buy? Socks?  Really?  Fear not! We have created the Financial Planner's 2019 Holiday Gift Guide.  And it is sure to be a big hit.   

To learn more and download the 2019 Gift Guide, visit:

Earning Compound Interest

Earning Compound Interest

December 9, 2019

Earning compound interest can make you money—potentially a lot of money.  We'll show you a couple of examples of how you can benefit from compounded returns.  We also share the most important elements: the return you earn and time. 

This is part 2 of our Compound Interest Series.  Part 1 can be found here.

To see the charts we use to help illustrate how you can benefit from compounded returns, visit here:


Paying Compound Interest

Paying Compound Interest

December 2, 2019

8th wonder of the world

On today's show, we talk about paying compound interest.  We'll discuss:

  • The impact of time
  • The impact of the interest rate

Be sure to visit our website for the charts which illustrate what we discuss.  The link is:

Year End Tax Tips for 2019

Year End Tax Tips for 2019

November 25, 2019

Only 5 weeks remain this year.  Today we offer some year end tax tips for 2019.  On this show we talk about:

  • Loss harvesting
  • Qualified Charitable Distributions
  • And Capital Gains Distributions from Mutual Funds.

To learn More, please visit:

Is Gold A Good Investment?

Is Gold A Good Investment?

November 17, 2019

Is gold a good investment?  We answer a listener's question about the shiny metal.  We will discuss:

  • Where gold really shines
  • Some potential costs
  • And things to consider when deciding if it is right for you.

You can also listen to this episode on our website at:

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: