Fuzzy Math
Is there some “Fuzzy Math” in your retirement plan? Sometimes things are not necessarily what they seem. This week we explore a few areas in retirement planning that sometimes need to be calculated di...
12 Sep 201812min
Demographics & Retirement
What do demographics have to do with retirement? Well, nearly everyone has heard the statistics regarding the record numbers of baby boomers that are retiring now and in the future. Nearly everyone al...
5 Sep 201814min
Unique Planning Challenges
Do you have a unique planning challenge? On the podcast, we often discuss how everyone is unique and make it a point to emphasize that there are no “one size fits all” solutions. This week we take it ...
29 Aug 201818min
Being Realistic In Retirement
Are your current retirement plans realistic? Retirement planning has lots of variables and it's wise to do a “reality check” from time to time. This week our conversation is based on evaluating how re...
22 Aug 201817min
Money Mission Statements
Have you given your money a mission? As you know, the way you think about and allocate your money is critically important. This week we discuss segmenting your money to have specific purpose and speci...
15 Aug 201817min
Dangerous Financial Assumptions
If what you thought to be true turned out not to be true, when would you want to know about it? There are variables that that can invalidate a number of common financial assumptions. This week we disc...
10 Aug 201818min
Retirement Scenarios
When it comes to retirement, there are no one size fits all solutions. When making plans and determining your game plan it's wise to evaluate your situation and develop personalized strategies. Join u...
1 Aug 201816min
The Things You Can’t Control
When planning for living in the retirement years, it's important to understand there are things we can control and things we can't control. One of the keys to having a successful retirement is having ...
25 Juli 201812min
