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Jordan Hutchison Podcast

Podcast: Dr. Jordan Hutchison on the Future of Financial Planning, Financial Education, and Flow States

Hear thoughts on the impact of technology, psychology and fee models on planning plus insights into how flow states are good for work and retirement life.

April 18, 2024
consumption smoothing Financial Wellness

What is Consumption Smoothing? And, Why Is It Important if You Want Long Term Financial Stability?

While most people do short term consumption smoothing, you really need it for your future financial security.

April 18, 2024
best retirement investments Retirement Planning

The Best Investments to Achieve Your Retirement Goals

The best retirement investments depend entirely on you and your goals. Here are 18 great opportunities for you to consider. Read now!

April 18, 2024
retirement spending Retirement Planning

9 Ways to Overcome the Terror of Spending Your Retirement Savings

Uneasy about watching that retirement nest egg get smaller month after month? Don’t worry. Use these 9 tips to overcome your fear of retirement spending.

April 18, 2024
roth conversion mistakes Taxes

15 Common Roth Conversion and Savings Mistakes People Make

There are a lot of potential Roth IRA mistakes to be made: 1) Not doing it, 2) Not knowing the rules, 3) Timing, 4) Poor planning, 5) Overlooking spouse… and more!

April 11, 2024
retirement questions Retirement Planning

Secure the the Life You Want: 7 Questions To Ask Before Retirement (It’s Not Just About Savings)

Being prepared for retirement means a lot more than having adequate savings. Here are 7 questions to ask yourself.

April 11, 2024
long-term financial goal Lifestyle

What’s Your Why? How to Set Life Goals and Create a Financial Plan for Achieving Them

Is your long-term financial goal all about your money? You are missing the point. Learn to consider your why, what’s important to you.

April 11, 2024
Rising Above the Money Fog with Mikelann Valterra Planning

Podcast: Rising Above the Money Fog with Mikelann Valterra

Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more.

April 10, 2024
financial spring cleaning Planning

Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances

Take a look at 10 things to do now for a financial “spring cleaning.” Ensure your financial plan is on track for the new season. 

April 4, 2024
reasons to retire early Planning

12 Reasons to Retire Early: Why You Should Retire at 62 (or Before)

If you’re wondering whether retiring at 62 (or earlier) is the right thing to do, click here for 12 reasons why you really should go for it.

April 4, 2024
social security and taxes Taxes

What You Need to Know About Social Security and Taxes

Yes. You might pay taxes on Social Security. Learn what to expect (federal, state and work penalties) and explore ways to reduce the expense.

April 4, 2024
average inheritance Family and Relationships

Average Inheritance: How Much Are Retirees Leaving to Heirs?

Explore average inheritance numbers. Find out if you can you afford retirement and a financial legacy and get tips regarding what to leave behind.

April 4, 2024
behavioral finance Planning

Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security

Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.

April 2, 2024
financial jargon Planning

Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future

Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.

April 2, 2024
passive investing Retirement Savings and Investments

Passive Investing: 6 Advantages to the Hands-Off Approach

Learn about passive investing and explore why the approach is more cost efficient and produces better outcomes than active management.

March 28, 2024
financial problems Planning

Financial Problems and Stress: Understand if You Have a “Leaky Ceiling” or a “Muddy Puddle” and Make Better Decisions

Explore how can you make better decisions by categorizing your financial problems as either a muddy puddle or a leaky ceiling.

March 28, 2024
daniel kahneman Financial Wellness

The Behavioral Finance Revolution: How Daniel Kahneman Redefined Personal Financial Decision-Making

Daniel Kahneman made profound contributions to behavioral finance and likely to how you manage your money.

March 28, 2024
retirement crisis Retirement Planning

Retirement Crisis? Maybe, But the Reality is that Most People Will Retire Happily and Be Just Fine

Many of us are terrified of jumping into retirement. We read about the retirement crisis and worry about our own finances, but millions of people retire every year and report feeling great about their lives.  Is it possible that you should Keep Calm and Retire On?  How Worried Do You Need to Be About the…

March 26, 2024
low cost investing Retirement Savings and Investments

Low Cost Investing: 7 Ways to Slash Your Investment Expenses

Investment costs can be easily reduced without compromising returns. Follow these low cost investing guidelines.

March 21, 2024
stoic wisdom financial plan Financial Wellness

Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future

There is surprising buzz around Stoicism, an ancient Greek philosophy. See how Stoic wisdom can help you achieve financial wellness.

March 21, 2024
cut costs for retirement Retirement Planning

24 Ways to Cut Costs for Retirement

Reducing expenses is a good way to deal with inflation. Here are 24 tips to make it a little easier to cut costs.

March 20, 2024
money dysmorphia Financial Wellness

Money Dysmorphia: How to Trade Uncertainty with Financial Confidence

The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it.

March 14, 2024
Mutual fund fees Retirement Savings and Investments

Fees and Expenses on Mutual Funds and ETFs: A Complete Guide to the Often Misunderstood and Hidden Costs of Investments

Are you aware of just how much investing is costing you? Explore all the fees associated with your mutual funds and ETFs.

March 14, 2024
behavioral finance Planning

Behavioral Finance: 16 Easy Ways to Outsmart Your Brain for More Wealth and Security

Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.

March 7, 2024

NewRetirement Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.