Jan 17, 2020

The SECURE Act officially took effect when calendars turned to 2020 and it will create significant changes for retirement accounts moving forward. Find out what you need to be paying the most attention to and how it will affect your financial planning.

Show Notes and Additional Resources:

Jan 10, 2020

Social Security is an important piece to retirement planning for most people, but they often make their decisions based on myths that are floating around. Today we’ll break down some of the common misunderstandings before playing a game of ‘Agree or Disagree.’

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Jan 3, 2020

The new year brings us a fresh start so let’s take advantage by getting our financial life de-cluttered and re-organized. Much like the way you clean out your closets, we’re going to clean out your financial life and get everything in order for 2020 and we’ll tell you what steps to take to get that done on...

Dec 27, 2019

There are financial lessons to be learned all around us if you’re willing to look a little deeper. Today we’re stepping onto the football field and looking at what we can learn from the country’s most popular sport. We’ll also spend time on income planning and why many people fail to do it properly.

Show Notes...

Dec 20, 2019

With as many things in life that aren’t within our control, why wouldn’t we at least take care of the things that we can? Too many times we sabotage our own financial health by messing up the things that we can control so we’re going to help you identify those mistakes today and make sure your retirement stays on...