Retirement Strategy

Ep 66: Picking Sides in Important Financial Debates

Financial debates have existed for a long time and when we’re planning we may encounter quite a few. While there are various opinions out there, not everyone’s solution will fit your needs. Each situation is going to depend on your plan and goals.

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Ep 65: Are These Retirement Statistics Encouraging or Disturbing?

We’ve gathered some updated retirement statistics from across the country. It’s time to find out if these are encouraging or disturbing findings if they’re reflective of the average client, and what you can do to improve your own retirement preparedness based on this information.

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Ep 63: Common Retiree Housing Questions

With the state of the housing market and rising interest rates a lot of retirees have questions about their house and how it fits into their overall retirement plan.

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Ep 62: The Retirement Diet – Fixing Unhealthy Financial Habits

On this episode, we’re going to look at the many of the similarities between health and finance and discuss what we can do to fix those unhealthy habits.

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Ep 61: Home Run Retirement Planning

What can we learn about retirement planning in the baseball playbook? Today we explore what it takes to score a retirement home run.

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Ep 60: Guessing at Retirement Planning

Are you guessing at retirement planning? If so, what could it be costing you?

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Ep 59: Who Even Needs an Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor

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Ep 58: Planning for The Things We Can’t Predict

There are a lot of things in life we can’t predict, but we have to plan for them anyway.

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Ep 57: Don’t Fumble Your Retirement in The Financial Red Zone

How is football like retirement? In many ways, you need a game plan, a coach, and to protect your plan as you enter the retirement red zone.

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Ep 56: How “The Great Resignation” Could Impact Your Retirement Plan

If you are thinking about leaving your job, how will it impact your retirement plan? On today’s episode, we discuss retiring early and what you need to consider before doing so.

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