The SOUND MONEY Investment Show

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When a part of your financial strategy is out of place, your long-term goals, your retirement savings, your legacy all suffer.

Greg Brown


    • May 25, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 409 EPISODES


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    Latest episodes from The SOUND MONEY Investment Show

    9 strategies if you're laid off right before retirement

    Play Episode Listen Later May 25, 2025


    During this show, we'll look at some steps you can take if you're suddenly laid off from your job within five years of your preferred retirement date.

    Is 2025 still your year?

    Play Episode Listen Later May 18, 2025


    During this episode, we'll consider if those who wanted to retire in 2025 may need to reconsider, and we'll also touch on how those running behind on retirement savings can still catch up.

    Building a Resilient 401(K) Strategy

    Play Episode Listen Later Apr 13, 2025


    In this episode, we'll consider what you should do if your 401(k) match is cut. We'll also examine 401(k) alternatives.

    Balancing Finances and Fulfillment

    Play Episode Listen Later Apr 13, 2025


    During this show, we'll highlight creating a retirement plan that balances finances and fulfillment.

    Yes, you need an estate plan

    Play Episode Listen Later Mar 9, 2025


    During this episode we're going to consider the building blocks of an estate plan as well as common estate planning mistakes.

    Yes, you need an estate plan

    Play Episode Listen Later Mar 9, 2025


    During this episode we're going to consider the building blocks of an estate plan as well as common estate planning mistakes.

    Three Retirement Windows

    Play Episode Listen Later Feb 9, 2025


    During this show, we'll examine retirement steps when you're 10 years, five years, and one year from retirement.

    Three Retirement Windows

    Play Episode Listen Later Feb 9, 2025


    During this show, we'll examine retirement steps when you're 10 years, five years, and one year from retirement.

    Preserve Your Retirement Savings

    Play Episode Listen Later Nov 3, 2024


    In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

    Preserve Your Retirement Savings

    Play Episode Listen Later Nov 3, 2024


    In this episode, we dive deep into strategies to protect your retirement savings from market volatility and unexpected expenses. Discover how to diversify your investments, set aside an emergency fund, and consider tax strategies to safeguard your financial future.

    Preparing Your Finances for Fall

    Play Episode Listen Later Oct 20, 2024


    As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

    Preparing Your Finances for Fall

    Play Episode Listen Later Oct 20, 2024


    As the leaves change and the air cools, it's time to give your finances a seasonal refresh. In this episode, we'll discuss essential steps to prepare your budget for fall expenses, including spending plans, paying down debt, financial planning and more.

    Don't End Up with These Retirement Regrets

    Play Episode Listen Later Aug 25, 2024


    Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.

    Don't End Up with These Retirement Regrets

    Play Episode Listen Later Aug 25, 2024


    Retirement can be a golden chapter, but many people look back with financial regrets. In this episode, we dive into common pitfalls that can derail your retirement dreams. From underestimating healthcare costs to regretting impulsive purchases, we'll uncover the most frequent financial missteps and provide actionable advice to avoid them. By the end, you'll have a clear roadmap to a worry-free retirement.

    Moving Up Your Retirement Date

    Play Episode Listen Later Aug 18, 2024


    During this show, we'll look at steps you can take if you want to move your retirement date up. We'll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

    Moving Up Your Retirement Date

    Play Episode Listen Later Aug 18, 2024


    During this show, we'll look at steps you can take if you want to move your retirement date up. We'll also look at the benefits that come with filing for Social Security at ages 62, 67, and 70.

    Balancing Finances and Fulfillment

    Play Episode Listen Later Jul 21, 2024


    During this show, we'll highlight creating a retirement plan that balances finances and fulfillment.

    Taxes may rise soon, here's what to do…

    Play Episode Listen Later Jun 30, 2024


    During this show, we'll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We'll also highlight limiting taxes on retirement withdrawals.

    Taxes may rise soon, here's what to do…

    Play Episode Listen Later Jun 30, 2024


    During this show, we'll discuss the potential fallout if the Tax Cuts and Jobs Act of 2017 is allowed to expire at the end of 2025. We'll also highlight limiting taxes on retirement withdrawals.

    Building a Resilient 401(K) Strategy

    Play Episode Listen Later Jun 23, 2024


    In this episode, we'll consider what you should do if your 401(k) match is cut. We'll also examine 401(k) alternatives.

    What To Do If You're Named An Executor

    Play Episode Listen Later Jun 16, 2024


    During this episode, we'll discuss some of the things you should do if you become the executor of an estate.

    What To Do If You're Named An Executor

    Play Episode Listen Later Jun 16, 2024


    During this episode, we'll discuss some of the things you should do if you become the executor of an estate.

    Social Security survivor benefits 101

    Play Episode Listen Later Jun 9, 2024


    Social Security survivor benefits 101

    Play Episode Listen Later Jun 9, 2024


    Don't Miss These Financial Steps!

    Play Episode Listen Later Jun 2, 2024


    During this show, we'll discuss some of the most frequently overlooked financial steps and why they're important.

    Don't Miss These Financial Steps!

    Play Episode Listen Later Jun 2, 2024


    During this show, we'll discuss some of the most frequently overlooked financial steps and why they're important.

    Retirement Success On Every Horizon

    Play Episode Listen Later May 26, 2024


    During this show, we'll highlight short-term, medium-term, and long-term financial horizons and how to utilize each of them.

    Retirement Success On Every Horizon

    Play Episode Listen Later May 26, 2024


    During this show, we'll highlight short-term, medium-term, and long-term financial horizons and how to utilize each of them.

    Retirement Expenses Are Waiting. Are You Ready?

    Play Episode Listen Later May 19, 2024


    During this episode, we'll highlight common retirement expenses that many people don't adequately prepare for. We'll also discuss wealth plans.

    Retirement Expenses Are Waiting. Are You Ready?

    Play Episode Listen Later May 19, 2024


    During this episode, we'll highlight common retirement expenses that many people don't adequately prepare for. We'll also discuss wealth plans.

    Saving for Retirement in Three Age Brackets

    Play Episode Listen Later May 12, 2024


    In this episode, we'll consider tips for saving for retirement in three age brackets: ages 25–34, ages 35–44, and ages 45–54.

    Saving for Retirement in Three Age Brackets

    Play Episode Listen Later May 12, 2024


    In this episode, we'll consider tips for saving for retirement in three age brackets: ages 25–34, ages 35–44, and ages 45–54.

    What The 2024 Elections Means For Your Finances

    Play Episode Listen Later Mar 31, 2024


    During today's show, we're going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

    What The 2024 Election Means for Your Finances

    Play Episode Listen Later Mar 31, 2024


    During today's show, we're going to consider what data and historical trends suggest the impact of the 2024 presidential election will be on your finances.

    Get Ready For Rainy Days

    Play Episode Listen Later Mar 24, 2024


    During this show, we're going to discuss essential steps that can provide rainy day financial protection.

    Get Ready For Rainy Days

    Play Episode Listen Later Mar 24, 2024


    During this show, we're going to discuss essential steps that can provide rainy day financial protection.

    Preparing for RMDs

    Play Episode Listen Later Mar 17, 2024


    On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.

    Preparing for RMDs

    Play Episode Listen Later Mar 17, 2024


    On this episode, we break down some of the most important things about RMDs as well as what IRA beneficiaries should be aware of when it comes to them.

    Your Four Retirement Chapters

    Play Episode Listen Later Mar 10, 2024


    On today's show, we're going to discuss your four chapters of retirement as well as what you can do to re-enter the workforce on a part-time basis after you've left your previous career.

    Your Four Retirement Chapters

    Play Episode Listen Later Mar 10, 2024


    On today's show, we're going to discuss your four chapters of retirement as well as what you can do to re-enter the workforce on a part-time basis after you've left your previous career.

    Flexible Protection for a Healthy Retirement

    Play Episode Listen Later Mar 3, 2024


    During today's show, we're going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.

    Flexible Protection for a Healthy Retirement

    Play Episode Listen Later Mar 3, 2024


    During today's show, we're going to address the concept of flexible protection for a healthy retirement which for some people may be a way to secure the money they need for long-term care services while also helping protect their assets.

    Generational Vault And Enhanced Planning: A Powerful Combo

    Play Episode Listen Later Feb 25, 2024


    We discuss the importance of estate and legacy planning for you and your family. It's important to have the right documents and know where they are in order to keep family harmony.

    Generational Vault And Enhanced Planning: A Powerful Combo

    Play Episode Listen Later Feb 25, 2024


    We discuss the importance of estate and legacy planning for you and your family. It's important to have the right documents and know where they are in order to keep family harmony.

    Retirement For A New Generation

    Play Episode Listen Later Feb 18, 2024


    During this show, we're going to examine how much retirement has changed in a short amount of time and how you can thrive in a new generation of retirement.

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