Latest Quadcities Podcast Episodes
Poetic Planning: Haikus To Guide Couples Through Retirement
Wealthy Habits Podcast - December 28, 2023 10:00 - 22 minutesSpouses plan as one. Retirement paths may blur. Clear the way, find peace… Yes, that’s a haiku. In today’s episode, we’re going to help couples get on the same page in their retirement plans with the serenity of poetry. Each haiku contains helpful bits of financial wisdom that will address som...
Patience Pays: The Power of Delayed Gratification
Wealthy Habits Podcast - December 21, 2023 10:00 - 31 minutesSometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future, but that’s a core principle in retirement planning. Many of the decisions you make during the planning process and the strategies you implement are done to put you in a better po...
Why Are Interest Rates Up?
Wealthy Habits Podcast - December 14, 2023 10:00 - 23 minutesIn this episode, we want to provide an overview of interest rates for those who aren’t quite sure why they move the way they do. It’s a question we get a lot from people, especially with inflation up and interest rates more than doubling over the course of a year. Dave and Drue will explain the ...
Money Mistakes You'll Regret and How to Avoid Them
Wealthy Habits Podcast - December 07, 2023 10:00 - 29 minutes“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ens...
Retirement Planning’s “Hidden” Questions
Wealthy Habits Podcast - November 21, 2023 10:00 - 24 minutesThe retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and t...
Mailbag: 529 Plans, Finances after Remarriage, Advisor Fees & More
Wealthy Habits Podcast - November 16, 2023 10:00 - 28 minutesWe’ve got a mailbag edition of the podcast for you today! We’ve received some excellent listener questions recently, and we’re going to dive into a few of them in this episode. We cover a wide variety of topics, ranging from 529 plans to advisor fee structures, so stick around to see what you ca...
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Wealthy Habits Podcast - November 09, 2023 10:00 - 25 minutesLosing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes ...
Are There Universal Retirement Truths?
Wealthy Habits Podcast - November 02, 2023 09:00 - 28 minutesRetirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the fo...
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Wealthy Habits Podcast - October 26, 2023 09:00 - 24 minutesAre you over 55 and pondering retirement? Join us as we delve into the realm of Required Minimum Distributions (RMDs). Unfortunately, RMDs can be a tad bit confusing, so in today’s episode, Dave and Drue are here to unravel the mystery and ensure you have a clear understanding of the process. ...
Can AI Replace Your Financial Advisor?
Wealthy Habits Podcast - October 19, 2023 09:00 - 21 minutesArtificial intelligence is a revolutionary tool that is reshaping our world. You've probably heard about ChatGPT and its widespread use for various tasks like information retrieval, content creation, and even test-taking. But can you use AI for retirement planning advice? Stay tuned as we div...
Power of Attorney, Long-Term Care, Retirement Travel and more! Mailbag Episode
Wealthy Habits Podcast - October 12, 2023 09:00 - 24 minutesWe’re back with another mailbag edition of the podcast today! Listen in as Dave and Drue answer some recent questions they’ve received from listeners like you. From power of attorneys to long-term care and lump sum pension buyouts, we’re covering a wide variety of topics on today’s show. Cathe...
Building an Estate Plan with No Regrets
Wealthy Habits Podcast - October 05, 2023 09:00 - 23 minutesThere are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family confl...
The Pros and Cons of Real Estate Investing for Retirement
Wealthy Habits Podcast - September 28, 2023 09:00 - 23 minutesReal estate can be a great tool for building wealth, but how well does it fit into a retirement plan? In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. Whether you're a p...
Retirement: Ready Or Not, Here It Comes
Wealthy Habits Podcast - September 21, 2023 09:00 - 23 minutesAre you nearing “retirement age”? If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire. Th...
Financial Sources of Tension Between Couples
Wealthy Habits Podcast - September 14, 2023 09:00 - 36 minutesIn this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. From risk to retirement age to charitable contributions, listen in as we explore how to resolve some ...
Celebrating the Role Grandparents Play in our Financial Lives
Wealthy Habits Podcast - September 07, 2023 09:00 - 25 minutesIn honor of Grandparents' Day, which is just around the corner on September 10th, we're here to delve into the profound and irreplaceable role that grandparents hold in our lives. They pass down their wisdom, share their life experiences, and instill strong work ethics, leaving an impact on us ...
Mailbag: Funding a Wedding, Social Security Taxes & Investment Options
Wealthy Habits Podcast - August 31, 2023 09:00 - 24 minutesToday we’re opening up the mailbag once again to find out what financial questions you have for Dave and Drue. This episode could be very helpful if you’re looking to improve your financial situation and prepare for retirement. Some of the things we’ll discuss include investment strategies...
Is It Okay to Be ‘Selfish’ in Retirement?
Wealthy Habits Podcast - August 24, 2023 09:00 - 21 minutesThe word selfish carries a negative connotation but in the case of retirement, is it okay to be ‘selfish.’ We came across an article recently that put a different angle on the typical retirement planning conversation and we thought it was worth discussing on the podcast. So we’re going to t...
Protecting Yourself from Financial Scams
Wealthy Habits Podcast - August 17, 2023 09:00 - 24 minutesScams have never been more prevalent as we’ve all become more connected through technology, and many predators are targeting your financial accounts. It happens all the time and we all have our own first-hand accounts. In this episode, we’re going to share some of our experiences with scam...
Mastering Retirement Cash Flow (Part 2): Understanding Income
Wealthy Habits Podcast - August 03, 2023 09:00 - 21 minutesWelcome to part 2 of our series on mastering retirement cash flow. Last episode, we talked about expenses in your life that might drastically change in retirement. From housing and healthcare to insurance and taxes, we shared some of the expenses you need to keep an eye on. On today’s show, ...
Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses
Wealthy Habits Podcast - July 27, 2023 09:00 - 29 minutesIn this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement. ...
Bad Money Habits Could Spoil Your Retirement Party
Wealthy Habits Podcast - July 20, 2023 09:00 - 21 minutesPicture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because with just a little bit of modif...
Mailbag: Mortgage Payoff, Supporting Adult Children and Early Retirement
Wealthy Habits Podcast - July 13, 2023 09:00 - 21 minutesIt’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. This episode could be very helpful i...
Key Finance Decisions During Major Life Events (Part 2)
Wealthy Habits Podcast - July 06, 2023 09:00 - 27 minutesWelcome to part 2 of our series about taking control of your finances during life's most pivotal moments. Last episode, we talked about the complex world of financial decision-making during key life events. From the excitement of marriage to the challenges of losing a loved one, we’re sharing p...
Key Finance Decisions During Major Life Events (Part 1)
Wealthy Habits Podcast - June 29, 2023 09:00 - 25 minutesAre you ready to take control of your finances during life's most pivotal moments? In this episode, we’ll dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and the lo...
Retiring With Honors: Financial Planning Lessons From The Classroom
Wealthy Habits Podcast - June 22, 2023 09:00 - 24 minutesFrom time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from these other professions. Today, we’re seeing what we can learn from teachers and the issues they face. For examp...
6 Big Money Mistakes in Retirement Planning
Wealthy Habits Podcast - June 15, 2023 12:48 - 22 minutesIn the complex world of retirement planning, there are countless pitfalls one could face. Today we're sharing six of the top mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. As you listen, take note if you are m...
Dismantling 2023's Top 10 Social Security Myths (Part 2)
Wealthy Habits Podcast - June 08, 2023 09:00 - 19 minutesWelcome to part two of our two-part series on Social Security myths. Last week, we debunked the first five common Social Security myths. For example, are stay-at-home moms eligible for Social Security? Tune into last week’s episode for that answer and more! This week, we’ll answer five addition...
Dismantling 2023's Top 10 Social Security Myths (Part 1)
Wealthy Habits Podcast - June 01, 2023 12:18 - 22 minutesHave you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this two-part series, we're debunking common myths about Social Security and answering the question...
Ep 142: Mailbag: Beach Plans, Market Crashes and Delayed Retirement
Wealthy Habits Podcast - May 25, 2023 09:00 - 25 minutesIt’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. This episode could be very helpful if...
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