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Ep 78: 6-Step Retirement Checklist

Everyone’s journey to retirement tends to look a lot different, but there are still some fundamentals that everyone needs to pay attention to before taking that leap. You don’t want to be a few years from retirement before you question whether you have covered all your bases. In today’s episode, we will talk about [...]

By |2022-09-28T20:10:28+00:00September 28th, 2022|Podcast|0 Comments

Ep 77: Going Against the Grain

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. We don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” [...]

By |2022-09-23T12:33:06+00:00September 21st, 2022|Podcast|0 Comments

Ep 76: The High Cost of Free Money

How do you feel about free money? Sounds like a no-brainer, right? Maybe not. Most people don’t understand that free money isn’t actually free and that someone else’s money is just being spent. Let’s explore what we know about “free” money, income taxes, and some recent changes the government is implementing Here is some [...]

By |2022-09-12T13:43:33+00:00September 14th, 2022|Podcast|Comments Off on Ep 76: The High Cost of Free Money

Ep 75: The Danger of Doing Nothing

We’re all guilty of putting things off and waiting until it’s absolutely necessary to get them done. We see it all the time when it comes to money. People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be [...]

By |2022-09-07T12:32:11+00:00September 7th, 2022|Podcast|Comments Off on Ep 75: The Danger of Doing Nothing

Ep 74: Social Security – Delay or No Way?

When to claim Social Security is a question that’s been asked as long as the program has been around. The reason why we’re still answering this question is that the strategy will vary for every individual. No matter what you decide, this crucial piece of income planning will certainly be a big part of [...]

By |2022-09-06T19:02:11+00:00August 24th, 2022|Podcast|Comments Off on Ep 74: Social Security – Delay or No Way?

Ep 72: Tax Planning Strategies with Steven Brewer, CPA

With the increasing tax environment that we’re in, it’s important as ever to be paying close attention to your financial decisions and the impact they could have on tax planning. Many of the investments you’re making today could have both short and long-term tax obligations and proper planning can ensure that you’re keeping as [...]

By |2022-09-06T18:53:53+00:00August 10th, 2022|Podcast|Comments Off on Ep 72: Tax Planning Strategies with Steven Brewer, CPA

Ep 71: What Grade Can You Get on This Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement. [...]

By |2022-09-06T18:34:27+00:00August 3rd, 2022|Podcast|Comments Off on Ep 71: What Grade Can You Get on This Retirement Planning Quiz?

Ep 70: Bucket Strategy 101

The bucket strategy is a commonly used plan when it comes to retirement. This allows you to allocate money for different goals and helps keep you calm when things are looking down. Lee will discuss what each bucket is for, some common investment vehicles for each of them, and how this might benefit you [...]

By |2022-09-06T18:54:10+00:00July 20th, 2022|Podcast|Comments Off on Ep 70: Bucket Strategy 101

Ep 69: 5 Strategies to Consider During A Down Market

The market is down right now and has a lot of people panicking about what to do with their investments. But there are potential opportunities out there if you look closely. On this episode, we give 5 potential strategies you may be able to utilize during this time.

By |2022-08-09T19:34:04+00:00July 6th, 2022|Podcast|Comments Off on Ep 69: 5 Strategies to Consider During A Down Market
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