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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?

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
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