Taping Into Grandma’s Wisdom
Listen to your elders!! There's often lots of wisdom that comes with many years of life experience. In this episode we discuss how “Grandma's Wisdom” can provide a number of life lessons that potentia...
13 Jan 202313min
Smart Decisions During Major Life Events
It goes without saying that making smart decisions is critically important – especially when going through major life events. On this episode we discuss several major life events and some of the twist...
6 Jan 202322min
Common Tax Questions
Last Podcast of 2022 - We Hope You Enjoy The Holidays! As we close in on the end of another year, some of the common questions that come up in financial and retirement planning involve TAXES. So we de...
16 Dec 202227min
The Money Gridiron
Hello Football Fans!! We're deep into football season so we decided to have a little fun on this episode and explore some of the similarities that can be found with the game of football and planning y...
9 Dec 202216min
Forced Retirement
It happens! So on this episode we explore five of the most common questions that come up when evaluating some of the typical options that are offered when an employer either offers or mandates an earl...
2 Dec 202221min
Finding Satisfaction In Retirement
Are you finding satisfaction in your retirement and retirement planning? Sometimes satisfaction can seem elusive, so our objective in this episode is to delve into strategies that you may find helpful...
18 Nov 202216min
Warning Signs
Most things in life can potentially get off course if you're not careful and sometimes they can get off course due to things that might be in your blind spots. In this episode we explore some of the “...
11 Nov 202218min
Irreversible Financial Decisions
Most things in life allow you to change your mind, however there are some decisions that are simply IRREVERSIBLE. This week we discuss a few financial decisions that can't be changed and some of the c...
4 Nov 202213min
