Steering Clear of Retirement Stress

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.

2024-04-29T20:50:44+00:00May 2nd, 2024|Podcast|0 Comments

Ep 81: How Age & Wisdom Impact Financial Planning

Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it's important to have a plan that reflects your unique needs. In this episode, we'll explore the ways in which age and wisdom impact financial planning strategies and provide practical tips and insights to help you make informed decisions about your finances.

2023-06-26T14:42:25+00:00May 18th, 2023|Podcast|Comments Off on Ep 81: How Age & Wisdom Impact Financial Planning

Ep 80: A Comprehensive Dismantling Of 2023’s Top Social Security Myths

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about.

2023-06-26T14:43:12+00:00May 4th, 2023|Podcast|Comments Off on Ep 80: A Comprehensive Dismantling Of 2023’s Top Social Security Myths

Ep 78: Retirement Expenses For Which You Forgot To Plan

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.

2023-06-26T14:44:30+00:00April 6th, 2023|Podcast|Comments Off on Ep 78: Retirement Expenses For Which You Forgot To Plan

Ep 77: What’s Your Biggest Financial Fear?

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.

2023-06-26T14:45:10+00:00March 16th, 2023|Podcast|Comments Off on Ep 77: What’s Your Biggest Financial Fear?

Ep 76: Top Tax Questions For Retirees In 2023

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.

2023-06-26T14:46:37+00:00March 2nd, 2023|Podcast|Comments Off on Ep 76: Top Tax Questions For Retirees In 2023

Ep 74: 2023 Edition 10 Point Checklist For Retirement Preparedness

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.

2023-06-26T14:48:25+00:00February 2nd, 2023|Podcast|Comments Off on Ep 74: 2023 Edition 10 Point Checklist For Retirement Preparedness

Ep 71: Mailbag – Splitting Up Assets During A Divorce

On this episode, we will be answering some mailbag questions that have come in. We will discuss if it's wise to pay off your investment properties, how much you should contribute to your child's college expenses, and how to split up assets during a divorce.

2023-06-26T14:50:33+00:00December 15th, 2022|Podcast|Comments Off on Ep 71: Mailbag – Splitting Up Assets During A Divorce
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