Television Show Archive
Watch expert guidance from the EIA team – Browse our full library of televised episodes below.
Latest Episode
Are You Over The Limit?
- The IRS is always going to get their share. The question is, when do you want them to get it? Do you want to pay them now and break up forever, or do you want to kick it out into the future where they could potentially change the rules?
- 28min
All Episodes
EP. 156
Retire Smart: Behavioral Finance, It’s a Big Deal When it Comes to Your Retirement
- 47min
- WCBM
- “People feel like retirement is a celebration of what they’re retiring from, when in fact it really should be a celebration of what they’re retiring to.”
EP. 155
Retire Smart: Feeling Overwhelmed When it Comes to Retirement: We got You.
- 47min
- WCBM
- “Retirement is all about income. It’s about creating that strong foundation.”
EP. 154
Retire Smart: The Fitness of Your Finances: Exercises to Build Wealth
- 46min
- WCBM
- “Brisk walking kind of reminds me of making slow and steady retirement contributions over the course of your career… making regular scheduled moderate contributions to your retirement accounts… steadily build wealth over time.”
EP. 152
Financial Coaching For New Year Success
- 46min
- WCBM
- “Having statements is not equivalent to having a plan, because nowhere on those statements will it typically tell you how long that money is going to last, what the tax liability of it is when you withdraw it, or how much risk and return you're getting out of that portfolio.”
EP. 151
Retirement Blueprint: Turning Dreams into Reality
- 47min
- WCBM
- “Your financial life at its core, at its simplest form, is just a function of money in and money out. Paychecks come in, expenses go out… Now, when you get to retirement, that does not change. It just doesn’t change. It’s all about money in and money out, but what changes is where that money in comes from.”
EP. 149
Health Wealth & Happiness in Retirement
- 47min
- WCBM
- “At some point protecting your downside becomes a lot more important than trying to chase upside.”
EP. 148
The Difference Makers when it Comes to Retirement
- 47min
- WCBM
- “Everyone’s situation is a little bit different… this goes back to Social Security optimization.”
EP. 147
Sweet Retirement Ideas for You to Chew On
- 47min
- WCBM
- “Remember, retirement is all about paycheck creation. When you lose your paycheck from working, you need to have another way to recreate that paycheck in retirement, and that starts with multiple streams of income.”
EP. 144
Feelings That Shape Your Financial Future
- 46min
- WCBM
- “Fear is the number one thing, especially when it comes to running out of money… true planning helps you mitigate some of those fears before those scenarios actually become reality.”
Ep. 143
Cooking Up Your Perfect Retirement Plan
- 47min
- WCBM
- “It's not about timing the market, it's about time in the market, which really just reinforces the fact that investing is a long-term endeavor, and it should be treated as such.”
EP. 142
Mastering The Moving Parts of Retirement
- 47min
- WCBM
- “Retirement planning isn't something that you can leave to chance. It's not something that you want to leave till the last minute. You want to get out ahead of it and put that plan in place proactively.”
EP. 141
Prescription for Financial Health in Retirement
- 47min
- WCBM
- “One thing we’re always preaching is having proactive financial management, as opposed to reactive management, and proactive financial management includes having the willingness to make difficult decisions at difficult times to better the long-term health of your financial plan.”
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YOUR JOURNEY TO THE GOLDEN YEARS STARTS NOW.
“MAKING THE RIGHT DECISIONS AT THE RIGHT TIME, SITTING DOWN AND PUTTING TOGETHER A PLAN, AND FIGURING OUT WHAT IS AVAILABLE TO PROVIDE A LIFETIME INCOME IN RETIREMENT ARE ALL THINGS WE CAN HELP WITH HERE AT EIA.”
“STOP THINKING ABOUT RETIREMENT AS, ‘I HAVE TO GET TO [A CERTAIN NUMBER] BEFORE I CAN RETIRE.’ FIGURE OUT WHAT LIFE NEEDS TO LOOK LIKE, AND LET’S BUILD A PLAN THAT ALLOWS YOU THE OPPORTUNITY TO LIVE THAT LIFESTYLE.”
“WE ARE ALL ABOUT INCOME. WE WANT TO MAKE SURE YOU HAVE ENOUGH INCOME COMING IN WHEN YOU RETIRE. AND WE ALSO WANT TO MAKE SURE WE CONSIDER INFLATION AND TAXES.”
