There's a variety of different tax accounts to choose from, and while some seem good in the short term, they also carry long-term consequences. Let's further examine the different types and what pros and cons that accompany them.
Confidence is always important when it comes to a financial plan, but sometimes being overconfident can also be the demise of that plan.
Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.
We dedicate this show to answering some mailbag questions. Today we will discuss estate taxes, planning out a retirement with a significant age gap, and robo advisors.
It’s time to peel back the curtain a little bit to learn about your financial advisor.
Talking about finances doesn't always have to be so serious. In today's episode, we use a couple of dad jokes to discuss some common misconceptions and topics that viewers may be unsure about.
Often times we focus just on the accumulation of assets as we near retirement, but decumulation is just as important when it comes to collecting those assets.
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.