Pre Retiree Mistakes
What happens when decisions are made without the benefit of important information? Listen in on this week's podcast as we discuss important (and often overlooked) factors to consider when making big r...
31 Juli 202021min
Traditional vs Roth IRAs
Which IRA is best for you and your money? Should you have one or the other? Should you have both? Did you realize that if you're not careful, your IRA could cause your Social Security to become subjec...
23 Juli 202017min
Questionable Financial Strategies
Does your financial plan rest on a solid foundation? Is your plan built to last or do you have some questionable financial strategies? Listen in on this week's podcast as we evaluate the possible rami...
16 Juli 202016min
Let’s Talk About Some FAQs
Many people tend to have a number of similar questions which is why we often times refer to them as “Frequently Asked Questions”. However, the answers can vary significantly depending on individual ci...
7 Juli 202025min
Have You Saved More Than Others Your Age?
It's never a good idea to try to “Keep Up With The Joneses”, yet it's probably not a bad idea to check in to see whether or not you're on track to save what you'll need for the retirement lifestyle yo...
30 Juni 202022min
Avoiding Critical Mistakes
It goes without saying that it's important to “Avoid Critical Mistakes”. On this week's podcast we discuss a number of potential mistakes and provide a number of perspectives that might just help you ...
24 Juni 202019min
Your Biggest Assets
Are you inadvertently neglecting some of the most important aspects of your biggest assets? This might sound like a strange question, yet it's not that uncommon. As you listen in on the podcast this w...
17 Juni 202019min
Hidden Gems
It's no secret that what you focus on tends to expand and what you don't pay much attention to tends to become overlooked or forgotten. On this week's podcast we take some time to discuss some of the ...
9 Juni 202014min
