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

Ep 75: Back To Basics: Understanding Income Planning

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.

2023-06-26T14:47:11+00:00February 16th, 2023|Podcast|Comments Off on Ep 75: Back To Basics: Understanding Income Planning

Ep 61: Why Retirement Planning Ain’t What It Used To Be

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success…

2022-07-21T05:00:35+00:00July 21st, 2022|Podcast|Comments Off on Ep 61: Why Retirement Planning Ain’t What It Used To Be

Ep 33: How Long Will Your Money Last? Let’s Run The Numbers

If you had a million dollars, how long would it last you in retirement? How drastically does that longevity change if you move to a bigger/smaller city? We’ll take a look at some stats from various areas across the country to show how difficult it is to make your money last in some areas, and how easy it might be in others.

2021-05-20T05:00:29+00:00May 20th, 2021|Podcast|Comments Off on Ep 33: How Long Will Your Money Last? Let’s Run The Numbers

Ep #149: Social Insecurity: What You Need to Consider When Filing for Social Security

"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edition of the podcast. Join us as we seek to educate you about the financial world and answer five of the most popular financial questions we receive on a regular basis. Don't worry, these are actually pretty complex questions.

2019-07-11T10:00:00+00:00July 11th, 2019|Podcasts|Comments Off on Ep #149: Social Insecurity: What You Need to Consider When Filing for Social Security
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