advisor

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.

Read More

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

Read More

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.

Read More

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.

Read More

Ep 55: Sorting Out What’s Important About Legacy Planning

Most people realize that it’s usually best to have an estate planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation.

Read More