What About The Tax Consequences?
This week we discuss taxes. Have you ever met anyone who wanted to send extra tax dollars to Uncle Sam? The unfortunate truth is that all too often the uninformed send hundreds or even thousands of ex...
21 Kesä 201717min
Is Your Advisor Working For You?
Is your advisor a true fiduciary? This week we discuss what it means to have a fiduciary advisor working for you vs. working with someone who is a “captive” advisor that is employed by a publicly trad...
14 Kesä 201713min
Common Retirement Planning Questions
This week we take some time to discuss some of the common questions that come up when thinking about retirement planning. Beware of some of the “common answers”. All too often people look for a quick ...
7 Kesä 201716min
Imagining Your Retirement
What will your retirement be like? This week we discuss some changes that happen in retirement. How will you spend your time? Your lifestyle will change in retirement so you need to make sure you plan...
1 Kesä 201714min
Movie Villains & Financial Planning
Movie Villains and Financial Planning? Yes! Tune in this week as we relate movie villains to difficulties that can arise in financial planning. There are a number of issues or "villains" that everyone...
24 Touko 201716min
Retirement Account Mistakes
This week we discuss "Retirement Account Mistakes". Making contributions to your retirement accounts vs. taking distributions are obviously quite different and unfortunately, if not handled correctly,...
16 Touko 201714min
Things Your Advisor Should Be Doing
Is your advisor helping you with all the things that will impact your financial life? This week we discuss the areas of your financial life that are not always addressed by all advisors. Often times s...
10 Touko 201714min
How Couples Could ”Screw Up” Retirement
Join us this week as we discuss and explore How Couples Could "Screw Up" Retirement! We discuss mistakes that couples sometimes make that can have adverse consequences for their retirement plans. Take...
3 Touko 201720min
