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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 [...]

By |September 28th, 2022|Categories: Podcast|Tags: , , , , , |

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 [...]

By |September 21st, 2022|Categories: Podcast|Tags: , , , , , , |

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 [...]

By |September 14th, 2022|Categories: Podcast|Tags: , , , , , , |

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 [...]

By |September 7th, 2022|Categories: Podcast|Tags: , , , , |

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 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 [...]

By |August 10th, 2022|Categories: Podcast|Tags: , , , , |

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 [...]

By |August 3rd, 2022|Categories: Podcast|Tags: , , , |

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 |July 6th, 2022|Categories: Podcast|Tags: , , , , |
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