Aug 26, 2022

Let’s say you’ve walked away from your job and started living life in retirement with your Social Security benefits, but a job offer that was too good to refuse suddenly showed up. How will this impact the benefits you’ve already claimed? We’ll tackle that question on the podcast today plus others on retirement...

Aug 19, 2022

Many times the worst mistake you can make is to not make a decision at all. That happens quite a bit with people, especially as it relates to money, so let’s talk about the reasons why people fail to make a choice and what you can do to overcome the inaction.

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Aug 12, 2022

No matter how you define a recession, it’s time to take at your plan and see what actions might be needed. We’re getting questions about that like the one we’re going to address today. Plus, we’ll answer a question about childcare expenses and investing strategies.

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Aug 5, 2022

Today is part two of our conversation with Heather Atkins, CFP®, CRPC®, to talk about women in our industry. She’s someone who has been a key part of our team and we wanted to spend some time understanding the challenges women face, why there aren’t more women in this profession, and what she believes makes a...