Jan 31, 2020

Have you ever wondered why your advisor spends so much time on all the scenarios you never expect to happen? It’s to avoid a catastrophe in retirement that ruins everything you’ve worked for or even causes you to return to work. Let’s discuss four scenarios that we’ve seen first-hand and talk about how you can...

Jan 24, 2020

When it comes to evaluating products and items in the financial world, there’s a lot of good and bad available to investors. The challenge is trying to determine what works for you and what doesn’t. Let’s talk about a few of these things that might not be all they’re cracked up to be and then highlight a few...

Jan 17, 2020

The SECURE Act officially took effect when calendars turned to 2020 and it will create significant changes for retirement accounts moving forward. Find out what you need to be paying the most attention to and how it will affect your financial planning.

Show Notes and Additional Resources:

Jan 10, 2020

Social Security is an important piece to retirement planning for most people, but they often make their decisions based on myths that are floating around. Today we’ll break down some of the common misunderstandings before playing a game of ‘Agree or Disagree.’

Show notes and additional resources:

Jan 3, 2020

The new year brings us a fresh start so let’s take advantage by getting our financial life de-cluttered and re-organized. Much like the way you clean out your closets, we’re going to clean out your financial life and get everything in order for 2020 and we’ll tell you what steps to take to get that done on...