Common Beneficiary Mistakes
No one wants to make mistakes that could cause their nest egg to be directed in ways that could result in not treating loved ones the way they had intended. Are you unknowingly and unnecessarily makin...
10 Mar 202314min
Retirement Readiness Checklist
Are you ready for retirement? On this episode we review a 10 point checklist of subjects to consider and review when comes to planning retirement. Sit back and listen in on our conversation as you eva...
3 Mar 202330min
Important Considerations When Working With An Advisor In Retirement
What are you looking for in an advisor when you are approaching and living in retirement? In this episode we explore a variety of aspects to this fundamental question. As you listen in, think about yo...
24 Feb 202313min
Is The ”Grass Greener” Over There?
Asking whether the “grass is greener” is a pretty normal question for many people in a variety of situations in life. In this episode we explore this question for a several situations that can come up...
17 Feb 202315min
Examining “Conventional Wisdom”
This week we explore “Conventional Wisdom”. We discuss a number of “Rules of Thumb” - their applications and different ways to think about what may or may not apply to different circumstances. Glenn i...
10 Feb 202323min
Retirement Planning Questions
Many questions come up when it comes to retirement planning. On this episode, we delve into a number of these questions and discuss some retirement planning strategies. Glenn is available for in perso...
3 Feb 202320min
401K Mistakes To Avoid
Are you unknowingly and unnecessarily making mistakes in your 401K? On this episode we explore five issues to pay attention to in managing 401Ks and strategies that could potentially help avoid making...
27 Jan 202319min
Market Volatility
Market volatility was apparent throughout 2022 – what's in store for 2023? As you can imagine, the the “expert”opinions are all over the map. On this episode we discuss strategies and different aspect...
20 Jan 202316min
