Ep 58: What to Do as You Count Down the Days to Retirement

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. From getting healthy to thinking about a post-retirement career, what do we do as we count down the days to retirement?

2022-06-02T10:24:42-05:00June 2nd, 2022|Podcast|Comments Off on Ep 58: What to Do as You Count Down the Days to Retirement

Ep 56: The Most Important Birthdays In Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.

2022-05-04T08:57:19-05:00May 5th, 2022|Podcast|Comments Off on Ep 56: The Most Important Birthdays In Retirement Planning

Ep 55: Home Run Retirement Planning – How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjack, and let’s take the financial field.

2022-04-19T12:44:23-05:00April 21st, 2022|Podcast|Comments Off on Ep 55: Home Run Retirement Planning – How Baseball Principles Also Score Financial Runs

Ep 53: Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor…

2022-03-01T12:05:06-06:00March 17th, 2022|Podcast|Comments Off on Ep 53: Who Even Needs A Financial Advisor?

Ep 35: Do Retirees Really Need Life Insurance?

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.

2021-06-17T08:38:44-05:00June 17th, 2021|Podcast|Comments Off on Ep 35: Do Retirees Really Need Life Insurance?
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