Bob & Sheldon ponder the question of why folks are not saving for their retirement. Sheldon read a source that says 50% of Americans can’t cash a $500 check so folks can barely live in the moment, let alone their future. Bob & Sheldon talk about the various options of what is saving for retirement […]
Bob and Sheldon talk about vacations. Sheldon took a trip to Mexico without the kids and feels great. Bob laments that he can’t get back on track for vacations like his adventures in the past. A good portion of US workers are letting their paid vacation days go unused. Getting reenergized, helping the economy and […]
Sheldon has a lot of feelings about the debt ceiling as Congress keeps kicking the can forward on resolving the national debt. Bob figures about 97% of the taxpayers have no clue about the debt ceiling. Bob wants picture illustrations to help grasp the enormity of the situation. Is it better to be informed & […]
Bob and Sheldon talk about how to talk with a spouse or partner about money. Some couples find it hard to broach the subject and others just get divorced over money. Listen in and pick up some helpful tips on chatting with your loved one about your finances.
Bob wants to discuss how to avoid making hasty purchases. Sheldon wonders if its the same thing as an impulse buy. They talk about what constitutes a hasty or impulsive purchase, including investments. Listen in and see if you can relate to making unconscious, hasty purchases.
Bob & Sheldon decide to look on the sunny side of life. Instead of delving into the 6 highest concerns around finances, they look at the positive side of spending, saving and just letting go. The Secret, you’ve got nothing on Sheldon & Bob.
Bob ponders why his tax clients are so anxious about filing & filing extra early this year. Sheldon keeps bringing up other issues to sidetrack Bob. Bob anxiously attempts to stay on track about filing fears. Are you anxious about filing your taxes? Laugh with Sheldon and Bob as they banter on the possibilities of […]
Sheldon espouses the benefits & joy of rejection. That which does not kill us makes us stronger. Embrace the Nos. Bob and Sheldon talk about how No means No in the moment but if we can hear the feedback in the no and not take ourselves out, we can learn, grow & thrive from the […]
Bob gets all excited to talk about various types of insurance because having insurance can buy peace of mind. Sheldon advocates that this will be the worst podcast ever! After struggling with technology & social media, Bob questions Sheldon on the types of insurance he has and why. Got protection?
Sheldon questions whether he should invest in a vacation home to get him on the home ownership bandwagon. Bob talks about the pros & cons of owning his vacation home from tax & investment perspective. Collecting rent – yes! Dealing with whiny tenants – no! Getting tax write-offs – yes! Listen in and see if […]