Feb 3, 2023

On today’s episode, we’ll dive into the mailbag to answer a few financial questions that we’ve been asked recently. The topics we’ll tackle today are what to do with old IRAs, rolling over retirement accounts, and Social Security benefits for ex-spouses. If you’ve been curious about any of these financial...

Jan 27, 2023

Let’s take a little different approach to the financial discussion today and look at how the seven deadly sins can apply to your planning. Not only should you be avoiding these sins in your personal life but also in a financial context as well.

Here’s are the seven sins we discuss in this episode:

2:30 –...

Jan 20, 2023

We often only deal with an inheritance a few times during our lifetime, so it's little surprise that we get questions about receiving and leaving an inheritance. In this episode, Eric Hogarth, CFP® will address the major inheritance questions that are out and highlight some of the mistakes that are commonly...

Jan 13, 2023

The start of a new year always provides a chance for reflection and opportunity to reset goals for the next 12 months. Today’s episode will do both of those things as Eric highlights the biggest financial takeaways from a volatile 2022 and lays out a checklist of action items for 2023.

Here’s what we discuss in...

Jan 6, 2023

When you think about financial planning, you might not realize that your childhood can have a big impact on your current finances. Eric Hogarth, CFP®, explains how our upbringing can influence our money decisions later in life. Understanding these money triggers can help us make more conscious choices about our...