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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…

2022-07-21T07:10:12-05:00July 21st, 2022|Podcast|Comments Off on Ep 61: Why Retirement Planning Ain’t What It Used To Be

Ep 38: 5 Things You Must Know About Decumulation To Retire Successfully

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.

2021-07-09T15:21:22-05:00August 5th, 2021|Podcast|Comments Off on Ep 38: 5 Things You Must Know About Decumulation To Retire Successfully

Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

2021-03-01T10:57:30-06:00August 20th, 2020|Podcast|Comments Off on Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse

Ep 7: Financial Crossword

If you’ve ever done a crossword puzzle, you know how much a wrong answer can mess you up. You might think that you have the right answer for 17-across, but you just can’t figure out how the answer to 13-down starts with the letters “XC.” Well, the problem is that you have the wrong answer in 17-across, and that X should really be an S.

2021-03-01T11:02:27-06:00April 16th, 2020|Podcast|Comments Off on Ep 7: Financial Crossword
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