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Die With Zero Regrets

Have you ever stopped to ask yourself about the purpose of the money you’ve worked to save throughout your life? In financial planning, it can be easy to fall into the trap of simply viewing your wealth as a numerical scorecard, measured by monthly statements and investment returns. But as we often remind our clients, retirement planning is not just about the numbers on a page; it's about the life experiences and memories those numbers can create.

By |2023-12-07T13:23:51+00:00December 6th, 2023|Podcast|0 Comments

Money Mistakes You’ll Regret and How to Avoid Them

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt... Ever wish you could foresee financial missteps before they happen? On today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.

By |2023-12-07T13:21:25+00:00November 15th, 2023|Podcast|Comments Off on Money Mistakes You’ll Regret and How to Avoid Them

Retirement Planning’s “Hidden” Questions

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement.

By |2023-12-07T13:21:10+00:00November 2nd, 2023|Podcast|Comments Off on Retirement Planning’s “Hidden” Questions

How Should I Invest For My Grandkid’s College Fund? & More: Mailbag Episode

Welcome back to My Retirement Clarity! This week, we’re diving into the listener mailbag to answer your questions. We’re covering a variety of topics today, many of which get asked in the office quite often. From investing in your grandkid’s college fund to how much to spend on a forever home, this episode is sure to have a takeaway for everyone.

By |2023-12-07T13:20:57+00:00October 18th, 2023|Podcast|Comments Off on How Should I Invest For My Grandkid’s College Fund? & More: Mailbag Episode

The Future of Retirement In America: Is The Glass Half Full or Half Empty?

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care. Whether you're an eternal optimist or cau-tious pessimist, this episode will equip you with perspectives to plan your retirement years with confidence as we ask the longstanding question, “Is the glass half full or half empty?”

By |2023-12-07T13:20:44+00:00October 4th, 2023|Podcast|Comments Off on The Future of Retirement In America: Is The Glass Half Full or Half Empty?

Retirement: Ready Or Not, Here It Comes

Are you nearing “retirement age”? If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.

By |2023-12-07T13:20:31+00:00September 20th, 2023|Podcast|Comments Off on Retirement: Ready Or Not, Here It Comes

Healthy Journey- How Lee Has Lost 34 Pounds in 3 Months

This week, we’re switching things up to talk about a very important topic: health and wellness! Join us as we sit down with the inspiring health and wellness expert, Lizzie Gossett, who has played a vital role in helping Lee lose an incredible 34 pounds in 3 months. We’re excited to have her on the podcast today to share her insights on prioritizing and maintaining your health.

By |2023-08-31T14:09:55+00:00August 31st, 2023|Podcast|Comments Off on Healthy Journey- How Lee Has Lost 34 Pounds in 3 Months

The 7-Hour Passport

Ever been on the receiving end of ‘the look’ from your spouse? In this episode, Lee recounts the dreaded look he got from his wife a few weeks ago after a meticulously planned family trip to the Bahamas was almost derailed due to a passport oversight- discovered a mere 21 hours before departure. In this episode, Lee shares his crazy adventure of acquiring passports for his two kids in just 7 hours.

By |2023-08-15T14:32:03+00:00August 16th, 2023|Podcast|Comments Off on The 7-Hour Passport

Resolving Financial Tension Between Couples – Bonus Episode

We’re back with a bonus episode on resolving financial tension between couples! After popular demand, we’re exploring five more common areas of financial strain: retirement housing, emergency funds, handling inheritances, insurance, and spending habits. Stay tuned to learn how advisors like Lee work to resolve conflicts in these areas as they arise.

By |2023-08-03T16:13:40+00:00August 2nd, 2023|Podcast|Comments Off on Resolving Financial Tension Between Couples – Bonus Episode
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