Are You Making Excuses To Not Retire?
It may sound like a strange question to some, but you might be surprised! This week we delve into this question and some of the reasons people may have for not being sure whether to retire or when to ...
12 Feb 202015min
Cash – What’s The Right Amount?
Most advisors would agree that having a readily available emergency fund is important yet knowing how much cash to have on hand might not be as easily determined as you might think. On this week's pod...
4 Feb 202017min
Advisor Traits
What do you look for in an advisor? Are there certain traits that may be important? On this week's podcast we explore these questions and take some time to discuss different aspects that could be impo...
28 Jan 202020min
Retirement Frequently Asked Questions
If you've been a listener to our podcast for a while, you've probably heard us talk about how everyone's situation is different and we don't believe in "One Size Fits All" solutions. However, there ar...
22 Jan 202014min
How Will The Secure Act Impact You & Your Heirs?
President Trump signed The Secure Act into law at the end of 2019. This is a VERY IMPORTANT DEVELOPEMENT WHEN IT COMES TO RETIREMENT AND ESTATE PLANNING! This week we delve into the details of this ne...
14 Jan 202013min
Social Security Misunderstandings
Social Security is a very valuable part of retirement income planning and unfortunately mistakes are often made unknowingly and unnecessarily. When and how to claim your benefits is an important decis...
8 Jan 202016min
Finding The Silver Lining
Challenges are virtually inevitable in life and when things don't go your way it's important to stop and look for the “Silver Lining”. Let's face it, almost nothing is all good or all bad, so on this ...
18 Des 201917min
Estate Planning Mistakes
Image that you wake up from a dream where you accidentally disinherited some of the most important people in your life. It's a terrible thought, isn't it? Let's face it, you've worked hard and saved y...
10 Des 201917min
