What You Need To Know About Medicare

45 – What You Need To Know About Medicare

Bob and Mary Jo discuss a topic that is very important to the financial life of most seniors, and that is Medicare with special guest Mr. Brooks Boyd of Senior Savings Organization.

Eventide Interview with Shaun Morgan

44 – Investing That Makes The World Rejoice

Eventide Asset Management, LLC is a Boston-based registered investment adviser pursuing “investing that makes the world rejoice.” Founded in 2008, Eventide’s vision is to serve individuals, financial advisors, and institutions by providing investments that create compelling value for the global common good.

Planning For What Ifs and Whens

43 – Planning For What Ifs And Whens

Everyone seems to focus their attention on investment management. However, it is the ongoing relationship between your investments and planning for the future where the real magic happens. Financial Planning is a lifelong process where you manage your entire financial picture in order to achieve your financial goals.

Riskalyze Logo

42 – Interview with Mitch Mitchell of Riskalyze

In this episode, we want to introduce you to a tool that will help you choose peace over worry when it comes to your investments called Riskalyze®. Riskalyze® is a financial technology company that provides software for analyzing investment risk and building and implementing investment portfolios. Bob and Mary Jo interview special guest, Mitch Mitchell, who is the Customer Success Manager for Riskalyze® to give a complete breakdown of this piece of technology, how it works, and how you can use it.

From FOMO to JOMO

41 – From FOMO to JOMO

Bob and Mary Jo address the phenomenon regarding FOMO or “Fear Of Missing Out”. This episode shows how we can move from FOMO to JOMO “Joy of Missing Out” – joy and contentment with where you are and what you have. Wikipedia defines it as “A pervasive apprehension that others might be having rewarding experiences from which one is absent.” This social anxiety is characterized by, “A desire to stay continually connected with what others are doing”.