Jul 16, 2021
Everyone wants to know where they stand as it relates to retirement savings. Will you have enough or are you falling behind? Today we’ll tell you how we arrive at that number and we’ll answer another listener question about capital gains taxes.
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Jul 9, 2021
The SECURE Act was first introduced at the beginning of 2020 with a handful of new retirement planning changes included, but there could be additional amendments added in the near future. What could the new changes include? We’ll share six key proposals that are on the table and find out what Joel makes of each...
Jun 25, 2021
Many people look to real estate to generate income but would it make more sense to put that money towards paying off the mortgage on your primary residence? Let’s look at that question and a couple others that came into the show. Plus, Joel shares his thoughts on the labor shortage happening across the country.
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Jun 18, 2021
We found that people move the goalposts in their own retirement planning, often to their own detriment. Let’s talk about the ways people change their goals and deadlines and how it ends up negatively impacting their future.
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May 28, 2021
If planning was easy to do, we’d never have to worry about retirement. Unfortunately, we often put ourselves in difficult positions financially because we fail to stick to some basic strategies.
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