Do you have enough money to retire but still feel nervous about spending it? If you’ve saved more than you expect to use, how do you decide what to enjoy, what to give, and what to leave behind? In this episode, Eric Lee and Michael Boyle explore how retirees and families can move from saving …
What should you do when the stock market drops and your investment account suddenly loses value? Before selling during a downturn, it helps to understand what the decline makes you fear losing in your life. In this episode, Eric Lee and Michael Boyle explore why a market decline can make retirement, independence, and future choices …
Should you sell your investments when the market drops? When fear takes over during a bear market, temporary market volatility can feel like permanent investment loss, but reacting too quickly may put your long-term financial plan at risk. In this episode, Eric Lee is joined by his partner, Michael Boyle, to discuss how investors can …
Are fear, regret, or attachment influencing your investment decisions? For long-term investors, avoiding emotional investing mistakes can be just as important as understanding the investments themselves. In this episode, Eric Lee speaks with Michael Boyle, CFP®, Wealth Manager at Purple Wealth, about how emotions affect investment decisions. Drawing from more than 400 client meetings, Michael …
What do you want your money to accomplish before it leaves you? Building wealth is only part of the story. The harder question is deciding how to use it with intention. In this episode, Eric Lee explains why every dollar eventually reaches one of four destinations: you spend it, give it, leave it, or lose …
Many people worry about running out of money in retirement. But what if one of the biggest retirement challenges has nothing to do with your finances? If you’re planning for retirement and wondering how to find purpose, stay connected, and avoid loneliness after leaving work, this conversation offers a fresh perspective on what it really …
Will you run out of money in retirement? Should you take Social Security at 62 or wait until 70? Is long-term care insurance worth it? In this episode, Eric Lee discusses some of the most common retirement planning questions facing pre-retirees and retirees, including how much retirement income you may need, when to claim Social …
What if financial planning feels difficult because we’re trying to predict a future that can’t be predicted? In this episode, Eric Lee explores why traditional goal-setting often creates stress and anxiety around money. Instead of focusing solely on numbers and timelines, Eric explains how understanding what truly matters in life can lead to better financial …
What if the real reason couples argue about money has nothing to do with money? This episode explores why financial decisions feel so personal, and why logic alone rarely resolves conflict. Eric Lee unpacks the idea that while money appears to be math, it is actually experienced through emotion. He explains how most financial decisions …
You can afford almost anything, but you cannot afford everything. In midlife, many people discover that financial freedom still requires difficult choices. This episode explores how to make those choices with clarity, purpose, and confidence. In this episode, Eric Lee explores one of the most challenging financial realities people face in their 50s: the need …