Jan 15, 2021

Stats tell us that many people believe a financial plan is important but the majority of those people don’t follow through and get one built. If that’s you, don’t let procrastination keep you from reaching your retirement goals. As this new year begins, let’s talk about how you can take those next steps and...

Jan 8, 2021

As we kick off a new year on the podcast, let’s take a big picture look at 2021 and find out what Joel feels are the biggest challenges to the economy and what he’s most excited about for this year. We’ll also run through a handful of investment ideas to determine whether they might be a good idea or a bad...

Dec 30, 2020

Do your retirement goals include finding a second home where you can spend a portion of the year living in? If so, what are the best options for financing that home? Let’s look at the different choices and explain which might make the most sense from a planning standpoint. We’ll also answer two other listener...

Dec 23, 2020

As we approach the end of the year, it’s important to review a handful of key items before the calendar turns to January 1. Use the list we provide on this episode to help you get your finances in order and make some planning decisions.

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Dec 18, 2020

A number of IPOs are scheduled in the upcoming weeks and this always grabs the attention of investors. So we’ll talk about our approach to IPOs and how Joel feels about them. Plus, we have three mailbag questions covering disability payments, investing extra money, and losing trust in financial advisors.

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