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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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
Ep 73: Planning Tips if You’re Between Opportunities
Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that [...]
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 [...]
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 [...]
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 [...]
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.