Mar 29, 2024

The bond market is often touted as a haven for investors seeking stability and safety. Yet, as with any investment, it is fraught with nuances that can make the difference between a secure addition to one's portfolio and one with unexpected downside. To help provide clarity on bonds and how they play into an investment...

Mar 22, 2024

Financial planning for retirement is a crucial process that requires a strategic approach to ensure long-term security. All too often, however, people will get in their own way and make mistakes that were completely avoidable. In this week’s podcast, we’re going to talk about the most common examples of this with...

Mar 15, 2024

We’re in the middle of tax season and many people are still getting their paperwork together and wondering about ways to save money on last year’s taxes. The good news is there are ways to potentially save on your taxes even though we’re in a new year, and today we’re going to talk about how with Matt Pastor,...

Mar 8, 2024

When you find yourself amidst a career transition, be it by choice or circumstance, the path forward can seem fraught with financial uncertainty and healthcare coverage concerns. It's a time when the right advice can make a world of difference, which is why we brought Jake Dozer, CFP® onto the podcast to help navigate...

Mar 1, 2024

There were a lot of things that were different back then, for maybe past generations, than they are for people retiring today. So we're going to talk about how things are different now than they used to be.

Gone are the days when retirees could rely solely on pensions and Social Security. Today, proactive planning is...