Is The Client Always Right?
If what you thought to be true, turned out not to be true . . . when would you want to know about it? This week we take some time to discuss a variety of conceptions and possible misconceptions that f...
29 Jan 202120min
Understanding Different Types Of Risk
When it comes to saving for retirement there are a number of risks that come to mind. However, when it comes to transitioning into and living in retirement the risk profile typically changes. New and ...
22 Jan 202121min
Retirement Preparedness Quiz
Are you Retirement Ready?! This is the big question for this week's episode. Listen in on our conversation as we discuss important questions to ask and evaluate when it comes to making sure you're Ret...
13 Jan 202123min
Let’s Talk About Diversification
Diversification is a common buzzword when it comes to financial planning and retirement accounts. On this week's episode we discuss what diversification means and some important forms of diversificati...
6 Jan 202119min
401(K) FAQs
As we wrap up 2020, we thought we'd take sometime in the last podcast of the year to discuss a number or questions that come up when folks think about 401(K)'s. As you listen, in you may well discover...
17 Des 202022min
Why Nobody Says These Things!
Sometimes it's a good thing to look at things from a variety of perspectives. So this week we discuss a few things that you don't usually hear people say! As you listen in, you may well have an “Aha M...
9 Des 202013min
Hindsight
You've probably heard that . . . “Hindsight is 20/20”. On this week's podcast we discuss hindsight and your financial future – lessons that can be learned from your own experiences and the experiences...
3 Des 202020min
5 Financial Commandments
Sometimes it's just good to get back to the basics. On this week's podcast we take a little time to discuss 5 financial commandments that are important to remember as you travel along the Retirement R...
24 Nov 202017min
