When is it Okay to Procrastinate?
If you're someone who likes to procrastinate, especially when it comes to your finances, then this episode might be just what you need. We're going to ask Craig and Jennifer about some planning items ...
5 Okt 202311min
All About Annuities
Are you considering incorporating annuities into your financial planning but find them too complex to comprehend? You're not alone. Annuities are often misunderstood, and this lack of understanding ca...
21 Sep 202321min
Obvious Financial Moves That Aren't Always So Obvious
All the statements we're going to talk about on the show today are all commonsense items that pretty much no one would disagree with on the surface. But for some reason, our actions often don't line u...
24 Aug 202322min
Investing By Profession
What we want to do today is think about the clients we work with, the styles of people that we see, and determine if there are any investing similarities between people in the same industry. The mi...
17 Aug 202321min
Taking A Look At Retirement Statistics
Today we're talking about retirement statistics. For example, did you know that 56% of Americans lose sleep when they think about retirement? That's no way to live your life. That's why we're here to ...
3 Aug 202321min
Is Your Plan Facing Imminent Disaster?
Let's talk about some of the areas of your financial life where disaster might be right around the corner. Too many people are walking around with no documents, or documents that are in desperate n...
20 Jul 202319min
Evaluating Long-Term Care Options
On the list of dozens of retirement-related concerns, how high on the list does the potential need for long-term care rank for you? If you live long enough, chances are you will need extra medical hel...
6 Jul 202319min
Financial Laws To Guide Your Planning
Just like the law of gravity in physics, there are financial laws that we need to consider. We'll share several important ones today, including the laws of behemoths, rising taxes, market movement and...
15 Jun 202319min
