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.

Read more and get additional financial resources here:

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.

Read more...

Dec 11, 2020

Who doesn’t want to get the most out of their relationship with a financial advisor, but when does a request cross over to unreasonable? Let’s look at three examples of things that someone might hope for but won’t likely be in the cards.

Read more and get additional financial resources here:

Dec 4, 2020

Are you someone who has specific goals for retirement or have you not given it a lot of thought yet? Everyone will have a different plan for retirement and no matter what that might be, there are questions that can help you determine what it will take to achieve your dream.

Read more and get additional financial...