Bad Financial Product?
Are there “Good” or “Bad” financial products? Perhaps, although you may find that the answer is in the eye of the beholder. What's good for one person or couple might be bad for another person or coup...
3 Kesä 202014min
Stages Of Retirement
Many things in life come in stages and retirement planning is certainly no exception. What stage are you in? How close are you to retirement? Maybe you're already retired, but you want to re-evaluate ...
27 Touko 202017min
Major Life Changes
There are some “Major Life Changes” that are predictable and some that can be completely unexpected. At these important times, it's critically important to understand your options and to make wise dec...
19 Touko 202017min
Do You Have A Financial GPS?
Let's face it, virtually everyone has had an unpleasant experience of taking a trip and getting lost. Fortunately for most, it all turned out okay in the end and maybe there's an entertaining story to...
12 Touko 202019min
The Coronavirus, The CARES Act & Your Retirement Accounts
In these challenging times, the government has taken steps and enacted legislation designed to provide additional flexibility and access to retirement accounts. On this week's podcast, we discuss ways...
6 Touko 202012min
Best Intentions Bad Advice
To whom are you listening? Have you ever had a conversation with “Bob At The Water Cooler” . . . a friend or maybe a relative about your finances? Has “Bob” ever given you advice? On this week's podca...
28 Huhti 202017min
Coronavirus Update
As you know, the Coronavirus has created disruptions and difficulty all across the globe. On this week's podcast we take some time to discuss disruptions and changes folks are experiencing in everyday...
21 Huhti 202019min
Financial Crosswords
Do you like crossword puzzles? I hope so, because on this week's podcast we discuss how putting together a financial or retirement plan can be like a crossword puzzle. Listen in on our conversation as...
16 Huhti 202022min
