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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

Ep 48: What Retirement Are You Living For?

Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do.

By |2022-08-09T19:53:43+00:00August 19th, 2021|Podcast|Comments Off on Ep 48: What Retirement Are You Living For?

Ep 36: Prospering In Retirement With Susan & Larry Johnson

We sit down with Susan and Larry Johnson on today's show. They have been married for almost 40 years and are making the most out of their retirement. The couple has traveled extensively, so Lee asks them some questions about their traveling experiences as well as how they've felt about retirement so far.

By |2022-08-09T20:40:42+00:00February 18th, 2021|Podcast|Comments Off on Ep 36: Prospering In Retirement With Susan & Larry Johnson
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