Call Us Today! (478) 254-3550|


Subscribe On Your Favorite App

Ep 110: Is the TSP the G.O.A.T. of Retirement Plans?

Is the TSP, also known as the Thrift Savings Plan, truly the greatest investment platform of all time? There are a lot of people that would answer yes to this question, so in today’s episode, we’ll explore any potential shortcomings it may have. Specifically, we will dive into a recent conversation between Lee and a client who had their funds in a TSP.

Ep 109: Retiring With Honors: Financial Planning Lessons From The Classroom

From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from them. In today’s episode, we’re seeing what we can learn from teachers and the issues they face. Let’s look at how homework, standardized testing, and customized learning approaches relate to financial planning.

Ep 108: McDonalds, Chick-fil-A, and Robo Advisors

Artificial intelligence has made massive improvements lately, impacting almost every industry. There has been a lot of chatter about this taking over the financial sector as well. So, is artificial intelligence good or bad for the advisor world? We’ll talk about this and more on today’s show.

Ep 107: How Do You Measure Retirement Success?

How do you measure success in retirement? While having enough money saved for retirement is important, it shouldn’t be the only measuring stick for success. In this episode, we explore three other areas to consider when measuring retirement success: time, self-worth, and ideal days.

By |May 3rd, 2023|Categories: Podcast|Tags: , , , |

Ep 106: Mailbag- Protecting Your Savings, Retiring Early, Roth Conversions, And More!

We’re back with another mailbag episode! We’ve received some excellent listener questions recently, and we’re going to dive into a few of them on today’s show. Stay tuned to gain valuable insights and practical solutions to real-life financial challenges and questions.

Ep 105: A Comprehensive Dismantling Of 2023’s Top Social Security Myths

As most of us know, navigating Social Security can be a challenge, and unfortunately, there is a lot of misinformation about there about this important benefit. With so much confusion surrounding this topic, we’re here today to set the record straight. In this episode, we’re debunking the most common myths about Social Security and answering the questions you've been curious about.

Ep 104: How Much Do I Need To Retire?

Lee has been working in the financial industry for over 16 years, and during that time, has encountered a wide variety of financial planning questions. However, there is one question that seems to come up more frequently than any other: "How much do I need to retire?" Is one million enough for everyone? Although it appears to be a straightforward question, we’re going to dive into the complexities of this topic today.

By |April 12th, 2023|Categories: Podcast|Tags: , , , , |

Ep 103: How To Lose All Of Your Money

As you prepare for retirement, you want to make sure you’re doing everything you can to secure your financial future. We’ve talked a lot on this podcast about strategies to help you grow your wealth for retirement, but it’s just as important to consider the risks that could wipe out your savings entirely. On today’s episode, we’re covering the two big ways that you could lose every dime you have, and how to avoid these critical mistakes.

Ep 102: Should An Advisor Tailor A Plan To Fit Your Personality?

Are you tired of one-size-fits-all financial advice that doesn't quite fit your unique needs and goals? There are many types of personalities out there when it comes to financial matters, and we’ve found that most of our clients fall [...]

By |March 29th, 2023|Categories: Podcast|Tags: , , , , |

Ep 101: Moving Your Retirement Goalposts – Is It Worth The Risk?

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into [...]

By |March 22nd, 2023|Categories: Podcast|Tags: , , , , |
Go to Top