Category Archives: Investing

JW’s Financial Coaching Podcast Lesson #139-Lessons Learned from coaching: You want me to cut back on retirement?

Podcast: Play in new window | Download Continuing our series on lessons learned from coaching When to cut out retirement savings What to do with the money instead Why the key word is TEMPORARILY Quote of the lesson from Mark … Continue reading

Posted in Investing | Tagged , | Comments Off on JW’s Financial Coaching Podcast Lesson #139-Lessons Learned from coaching: You want me to cut back on retirement?

JW’s Financial Coaching Podcast Lesson #129-When to work with an advisor and when to invest by yourself

Podcast: Play in new window | Download When to invest yourself and when to have the help of an advisor Why invest yourself? Why to enlist the help of an advisor How an advisor can pay off Quote of the … Continue reading

Posted in Investing, Podcast | Tagged , , | Comments Off on JW’s Financial Coaching Podcast Lesson #129-When to work with an advisor and when to invest by yourself

JW’s Financial Coaching Podcast Lesson #128-How Fear inhibits our ability to win with money

Podcast: Play in new window | Download The biggest inhibitor to winning with money is fear How we saw this manifest in the election this week How to discern between real fear and worry Why fear shouldn’t drive our financial … Continue reading

Posted in Investing, Podcast | Tagged | Comments Off on JW’s Financial Coaching Podcast Lesson #128-How Fear inhibits our ability to win with money

JW’s Financial Coaching Podcast Lesson #125-Prioritizing for your retirement or for your child’s education?

Podcast: Play in new window | Download Most couples assume they need to sacrifice for child’s college fund Benefits of doing each one Do we need to pick one or the other? The need to prioritize yourself over your children … Continue reading

Posted in College, Investing, Podcast | Tagged , , , | Comments Off on JW’s Financial Coaching Podcast Lesson #125-Prioritizing for your retirement or for your child’s education?

JW’s Financial Coaching Podcast Lesson #118-Your Life Has Changed, But Is Your Coverage Up To Date?

Podcast: Play in new window | Download Life events that need you to look at your finances Why your life insurance coverage may not be enough Is your emergency fund at the level you want it to be? Why we … Continue reading

Posted in Insurance, Investing, Personal Story, Podcast, Uncategorized | Tagged , , , , | Comments Off on JW’s Financial Coaching Podcast Lesson #118-Your Life Has Changed, But Is Your Coverage Up To Date?

JW’s Financial Coaching Podcast Lesson #115-A Review of Feex.com

Podcast: Play in new window | Download A Review of FeeX.com Why Feex.com is a good way to learn about the fees you are paying on your investments What Feex.com won’t do for your investing How fees aren’t the only … Continue reading

Posted in Investing, Podcast | Tagged , , | Comments Off on JW’s Financial Coaching Podcast Lesson #115-A Review of Feex.com

JW’s Financial Coaching Podcast Lesson #114-Why the 401(K)’s are not the safe investment we’ve been led to believe with Guest Greg Whitaker

Podcast: Play in new window | Download Guest Greg Whitaker joins us to share his take on 401(K)’s Why fees cut into our retirement saving and what you can do to avoid paying them What to do to learn about … Continue reading

Posted in Guests, Investing, Personal Finance, Podcast, Uncategorized | Tagged , | Comments Off on JW’s Financial Coaching Podcast Lesson #114-Why the 401(K)’s are not the safe investment we’ve been led to believe with Guest Greg Whitaker

Friday Financial Tidbit-Why 401(K) loans make me cringe

One of things I keep hearing and reading about more and more is the 401(K) loan. It seems like they are becoming more common in the past few years and that people are even recommending them to help with paying … Continue reading

Posted in Debt, Investing | Tagged , | Comments Off on Friday Financial Tidbit-Why 401(K) loans make me cringe

JW’s Financial Coaching Podcast Lesson #100-100 money thoughts from 100 lessons of the show

Podcast: Play in new window | Download Different format to the show today Sharing my thoughts from doing 100 lessons of the show Doing the podcast has taught me a lot about money How you can help show your support … Continue reading

Posted in College, Debt, Investing, Marriage, Mortgage, Personal Story, Podcast, Spending, Taxes | Tagged , | Comments Off on JW’s Financial Coaching Podcast Lesson #100-100 money thoughts from 100 lessons of the show

JW’s Financial Coaching Podcast Lesson #98-Is your house an investment or a liability?

Podcast: Play in new window | Download Is your house an investment or a liability? Not always a Black or White answer How you buy your house helps determine whether it is an investment or liability How to attend the … Continue reading

Posted in Investing, Mortgage, Personal Story, Podcast | Tagged , , , | Comments Off on JW’s Financial Coaching Podcast Lesson #98-Is your house an investment or a liability?