Episode 109: Why the Pandemic Makes Estate Plans Critical

A lot of people who could benefit from working with a financial advisor never do — and often it's because of myths and misconceptions about who financial advisors are, what they do, and who they're re...

27 Kesä 43min

People turning 65 have a lot of important decisions to make. Do they apply for Social Security, or do they wait until they're older? When do they apply for Medicare, what are the differences between A...

12 Kesä 48min

For many people, saving for retirement and living in retirement means hoping that the money lasts. Their goal is not to outlive their money. But for others, building a legacy to pass on is what's impo...

22 Touko 38min

One key to retirement savings and living in retirement that is not addressed by most people is tax planning. You want not only to minimize taxes in your retirement income, but in the savings you put a...

8 Touko 39min

Most people know that there is some risk to investing and retirement planning. In fact, "Risk Tolerance" for the investor is a key factor in deciding where to put your money. But most people don't kno...

24 Huhti 39min

Diversity in your investments and savings for retirement (and your efforts to achieve long term financial freedom) is very important. It's key to minimizing risk and maximizing return. Lately, preciou...

10 Huhti 26min

Each generation has a different approach to money, saving, retirement, and what it means to be financially free and secure. So strategies for starting on that journey can vary quite a bit, and Gen Z i...

27 Maalis 44min

Achieving financial freedom is something people aspire to, but not everyone thinks it is possible. Even those that do think it will take them way too long. For some it means getting out from under deb...

13 Maalis 47min