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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 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

5 Ways To Resolve Financial Tension Between Couples

Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples in retirement.

By |2023-08-03T16:16:29+00:00July 27th, 2023|Podcast|Comments Off on 5 Ways To Resolve Financial Tension Between Couples

3 Ways To Gain Financial Independence

Celebrate the spirit of the month with our latest episode as we tackle the concept of financial independence. While the American colonists fought for freedom from British rule, Lee is here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets required for these battles!

By |2023-07-18T20:30:18+00:00July 19th, 2023|Podcast|Comments Off on 3 Ways To Gain Financial Independence

Is A Buffer ETF Strategy Right For You?

Everybody wants to make money, but nobody wants to lose it. In today's episode, Lee discusses a specific investment strategy that aims to limit downside risk while offering attractive upside potential. This strategy, known as a Defined Outcome ETF or Buffered ETF strategy, provides a unique approach to investing, especially in uncertain times like the current economic environment.

By |2023-07-11T20:26:24+00:00July 12th, 2023|Podcast|Comments Off on Is A Buffer ETF Strategy Right For You?

Why You Should NOT Invest In A 401(k)

Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect some reasons why someone should NOT invest in a 401(k).

By |2023-06-30T16:02:05+00:00July 5th, 2023|Podcast|Comments Off on Why You Should NOT Invest In A 401(k)

The Talk That Could Save Your Family

In today’s episode, Lee will talk about one of the most important discussions you should have with your family once you enter the fourth quarter of your life. Although talking about what will happen to your money and possessions once you pass away can be uncomfortable, this conversation is critical. Doing so has the potential to preserve and safeguard the bonds within your family and avoid unnecessary heartache and confusion.

By |2023-06-27T21:38:47+00:00June 28th, 2023|Podcast|Comments Off on The Talk That Could Save Your Family
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