If you have found yourself worrying about money lately, you are certainly not alone. No matter what your financial background looks like, most of us face financial fears throughout our lives. Unfortunately, it is easy for these stressors to follow us into retirement as well. For this week’s episode, we took an informal poll [...]
We work with some tremendous savers who worked hard and sacrificed to build a nest egg, and that mindset isn’t easy to move away from. Many of those same savers are afraid to spend their own money once they’ve reached retirement. So what can you do to embrace that mindset shift? We’ll share a [...]
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. This follows the original piece of legislation that took effect at the beginning of 2020. With a list of nearly 100 provisions, there’s too much to sort out in one show. Instead, we want [...]
If you’ve been a good saver for most of your life, you might find yourself in a position at retirement where you want to try to live off the interest the money can make you rather than tapping into your nest egg. It’s a great idea and would go a long way toward [...]
Everyone likes setting resolutions at the beginning of the new year but how often do those get broken within the first few weeks? It’s more beneficial to establish goals that we can build together and track not only this year but out on the horizon as well. In this episode, we want to [...]
Nobody enjoys taxes, especially while they’re working because they eat into so much of our paycheck. But what about retirement? How should we be planning for taxes when we’re no longer working? That’s the topic for this episode of the podcast and we’ll dive into it by addressing four of the most common questions [...]
Experience matters with a lot of things in life, and investing is no different. But even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. In this episode, we’ll cover some of the top rookie mistakes we see people make, and illustrate how to avoid [...]
Most folks enjoy spending money, and it’s pretty easy to do when you’re working because that paycheck gives you a safety net. But how do you spend money in retirement in a way that gives you the best chance of not running out of money? Today we’re going to give you four retirement spending [...]
The final two weeks of this 2022 football season have been incredible for Georgia fans, but every college football fan had to enjoy the semifinals of the College Football Playoff. As we were watching all this football during the holidays, we started to realize that there are some really great lessons we can take [...]
Have you ever opened the mailbox to see you have gotten a financial statement, just to toss it in the ‘shred’ pile? Most people have. In this episode, we will cover important parts of your financial statements so you understand what you are looking at amidst all of the fine print. Here’s some of [...]
