The 3 ”Worlds” Of Money
This week we discuss the 3 "Worlds" of Money. Where can you save or position your money? There are 3 basic places that most people utilize when they position their money to meet short, intermediate, a...
26 Huhti 201720min
What Are Your Retirement Goals?
Join us this week as we explore planning and achieving your retirement goals. What are your goals for retirement? How will you achieve them? You've spent a lifetime working and planning for your retir...
18 Huhti 201714min
Retirement Today vs. The Way It Used To Be
This week week we discuss how retiring today is different than when your parents or grandparents retired. Take a few minutes to listen and determine whether or not you are considering all the things y...
12 Huhti 201715min
Your Customized Plan
This week we discuss the importance of having your own customized retirement plan. All too often pre-retirees and retirees end up with a one size fits all retirement plan. It's important to take into ...
5 Huhti 201713min
Bad Assumptions
This week we take a look at some bad assumptions that people sometimes make in retirement. Decisions are typically based on existing beliefs and assumptions. Problems can occur when important decision...
29 Maalis 201715min
Spending Personalities
How well do you know yourself? This week we discuss "Spending Personalities". It's critically important to know your spending personality and your spending habits when thinking about your retirement i...
22 Maalis 201712min
Make Retirement Great Again!
This week we discuss some of the most important parts of keeping your retirement on track. It's always a good idea to review the essential building blocks of what makes a successful retirement. Take a...
16 Maalis 201712min
Risk & Diversification - The Retirement Years
This week we discuss how risk and diversification are significantly different in the retirement years vs. the saving years. Often times retirees and pre-retirees have done well in learning the lessons...
8 Maalis 201719min
