Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income gaps to navigating tax changes as a single filer.

2023-10-11T13:09:47+00:00October 19th, 2023|Podcast|Comments Off on Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid

Are There Universal Retirement Truths?

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?

2023-10-05T13:47:17+00:00October 5th, 2023|Podcast|Comments Off on Are There Universal Retirement Truths?

Navigating the Transition to a New Financial Advisor

In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one.

2023-09-20T00:43:21+00:00September 21st, 2023|Podcast|Comments Off on Navigating the Transition to a New Financial Advisor

Building An Estate Plan With No Regrets

In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.

2023-09-07T15:55:27+00:00September 7th, 2023|Podcast|Comments Off on Building An Estate Plan With No Regrets

Mailbag: Recession Worries, Gifts for Children, College Funding & More

It’s time to dive back into the mailbag and answer a bunch of financial questions that have come our way recently. We’ll tackle a wide variety of scenarios and planning items so there’s a good chance we’ll address something that could impact you in the future.

2023-08-17T15:20:33+00:00August 17th, 2023|Podcast|Comments Off on Mailbag: Recession Worries, Gifts for Children, College Funding & More

Mastering Retirement Cash Flow: Understanding Income

In this episode, we'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow!

2023-08-04T13:46:34+00:00August 3rd, 2023|Podcast|Comments Off on Mastering Retirement Cash Flow: Understanding Income

Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k).

2023-07-18T20:47:16+00:00July 20th, 2023|Podcast|Comments Off on Counterintuitive Advice: Why You Should NOT Invest In A 401(k)

Retirement Rebels: Winning Your Financial Independence

Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets required for these battles…

2023-07-05T23:37:32+00:00July 6th, 2023|Podcast|Comments Off on Retirement Rebels: Winning Your Financial Independence
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