The Money and Meaning Show
3 Top Questions from Investors Answered

3 Top Questions from Investors Answered

June 15, 2021

Is it time to panic about inflation? In this low yield, rising rate environment, should I even own bonds? As a long-term investor, should I invest in cryptocurrency?

As we enter the halfway point of 2021, TandemGrowth recognizes three themes in recent investor questions: inflation, interest rates, and crypto. Join Jeff as he welcomes special guest Jake DeKinder, CFA, Head of Client Communication with Dimensional Fund Advisors. Jake touches on how they address these topics with their investors as well as how you can think about these topics as they relate to your portfolio.

What You Need to Know About Recent Tax Changes and How Tax Planning Can Impact Your Financial Plan

What You Need to Know About Recent Tax Changes and How Tax Planning Can Impact Your Financial Plan

May 14, 2021

Join Jeff as he welcomes special guest Kevin Korhorn, CFP®, ChFC, AIF®, owner of Korhorn Financial Group, Inc., to explain the some of the recent changes related to the tax code. How could these changes impact your financial plan? Kevin and Jeff will share specific techniques and strategies they suggest as financial planners to their clients. Kevin argues that now more than ever working with a holistic financial planner is crucial as it relates to understanding your personal financial circumstances, developing techniques and strategies around tax planning, and help executing them alongside your tax professional. 

Listeners should not assume that this podcast serves as the receipt of, or a substitute for, personalized advice from TandemGrowth or from any other investment professional. Listeners should not use this podcast as the sole basis for any investment, financial planning, tax, estate planning, legal, or other decisions. Rather, a professional adviser should be consulted and/or independent due diligence should be conducted before implementing any options addressed in the podcast. TandemGrowth is neither a law firm nor an accounting firm. Without limiting the foregoing, the tax and estate planning information provided is general in nature. It is provided for informational purposes only, and should not be construed as legal or tax advice. Recipients should consult an attorney or tax professional regarding their specific legal or tax situation.

A Hero’s Journey: Do you have what it takes to RETIRE?

A Hero’s Journey: Do you have what it takes to RETIRE?

April 14, 2021

How do I retire? When can I retire? What do I want to do in retirement? Could lower expected returns or a potential bear market impact my ability to retire? Could I outlive my money?

If these are questions you've recently been asking yourself, you may just be our "hero". In this month's episode, Jeff takes us on a journey of a hero, a mid- to late-career executive, using the universal elements of storytelling from Joseph Campbell and Donald Miller. Will our hero find a guide to develop a plan for his or her problem? Listen in to find out!

 

How to Create Meaning in Retirement

How to Create Meaning in Retirement

March 10, 2021

Like the Tin Man in the Wizard of Oz, have you lost your heart? Are you struggling to find meaning in your career or retirement? Listen in as Jeff welcomes special guest Mark Danzey with Wisepath Mediation and Coaching. They discuss how declared values and defined goals help create accountability leading to meaning and purpose in life. These answers are within us but often times take a trusted person, coach, or advisor asking the right questions and help discovering, "what's possible?". Learn how you can start right now to create clarity around your passion and purpose so you don't suffer from a lack of direction and missed opportunities!

Ever wonder what is discussed in Investment Committee meetings?

Ever wonder what is discussed in Investment Committee meetings?

February 11, 2021

A behind the scenes glimpse of investment planning topics you might hear covered while listening in to an Investment Committee meeting. Join Jeff as he welcomes special guest David Hulstrom, MBA, CFP®, CFA, ChFC®, CAIA, CPWA®, CIMA®, co-founder and chief investment officer of Financial Architects. David is a thought leader in the wealth management industry and serves as a consultant to many firms' investment committees.

Included in the discussion are topics such as expected returns, risk tolerance, diversification, equity risk premium, forecasting, factors, frame of reference risk, what to keep in mind when constructing a retirement income portfolio, and why you should "save like a pessimist and invest like an optimist" as Morgan Housel says.

Have you found yourself overwhelmed with the idea of GOALS?

Have you found yourself overwhelmed with the idea of GOALS?

January 12, 2021

"Process saves us from the poverty of our intentions." -Elizabeth King, world-renowned sculptor

 

Is it easy for you to get so focused on the future that you fail to live in the present? Listen in as Jeff discusses a topic often on people's minds in the month of January - goal setting. He provides some tips from experience as well as knowledge he has gained from experts on the subject of goals. Have you defined and committed to your 20 Mile March? Do you have a daily success ritual? In addition, Jeff explains what it means that TandemGrowth provides goal focused, planning driven wealth management and the importance of that distinction.

Which common myths surrounding Medicaid are untrue

Which common myths surrounding Medicaid are untrue

December 10, 2020

Have you found yourself confused with the complexity and ever-changing state and federal regulations related to planning around Medicaid, eldercare, long-term care, or Veteran's Aid & Attendance? Join Jeff and Mike as they welcome elder law attorney, Dan Munster, who has been practicing law in Georgia for 27 years. Dan tries to simplify the eligibility rules surrounding these complex issues and debunk some of the myths about Medicaid.

What Does a Mortgage Loan Officer Think About Debt and if Now is a Good Time to Refinance

What Does a Mortgage Loan Officer Think About Debt and if Now is a Good Time to Refinance

November 13, 2020

With rates at historic lows, many are wondering if they should consider refinancing or buying a home. Join Jeff and Mike as they welcome Ed Wheeler, a seasoned mortgage loan officer, to discuss the history of the mortgage industry, how to compare rates, costs, and terms, and if now is a good time to refinance. If you're interested in reading more about this topic, consider revisiting Jeff's July blog post Don't Waste the Crisis: Should You Refinance Your Mortgage?

Why Politics and Investing Don’t Mix

Why Politics and Investing Don’t Mix

October 14, 2020

"If you mix politics and investing you're making a big mistake." -Warren Buffett

There's a lot of NOISE around the election this year. With all that's going on this year, Jeff still remains a rational optimist. Listen in to hear why as Jeff and Mike discuss the election and the markets while addressing frequently asked questions from clients.

Why Risk Management should be a part of a Holistic Wealth Management Plan–with special guest Tyler Smith, a specialist in income protection

Why Risk Management should be a part of a Holistic Wealth Management Plan–with special guest Tyler Smith, a specialist in income protection

September 15, 2020

A Risk Management Plan can free you to enjoy your journey by feeling confident that you protected your income, assets and loved ones from possible future risks. We insure against things that can go wrong so that we have the luxury to invest for things that we hope "go right”. Depending on your age and career status, your future income may be your largest asset which should be protected. Join Jeff and Mike as they discuss income protection planning with Tyler Smith, a specialist in designing insurance solutions for disability income protection.

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