Sep 18, 2020

Insurance is a product that we all rely on but it can be a frustrating and confusing process getting all of your coverage sorted out. The best way to get a grasp on your options is to understand the fundamentals of insurance. Join us for this special episode spotlighting Joel’s whiteboard breakdown.

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Sep 11, 2020

We pride ourselves in putting out as much content as possible to assist people with their financial planning so today we’re going to highlight some of the best questions  from our Money Wisdom Question Series.

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Sep 4, 2020

It’s time to open up the mailbag again and answer the questions you have about financial planning and retirement. We’ll get to a dozen different questions that cover a variety of topics so it’ll be a busy show.

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Aug 28, 2020

There are a lot of different tools to get you to retirement and some products will work better than others. Today we’ll answer your questions relating to 401k accounts, IRAs, money market accounts, insurance, and more. Plus, we’ll address the costs of financial advisors and what you should expect.  

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Aug 21, 2020

Financial planning gets more complicated as you move through life and questions will undoubtedly arise along the way. Today we’ll answer a few of the submissions from pre-retirees and retirees dealing with financial and estate planning issues and provide as much information as we can.

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