advisor

Ep 69: Navigating Retirement and Divorce

We are going to discuss a tough topic today, divorce. Going through a divorce at any age is difficult but doing so close to or in retirement adds additional complications. There are a lot of little nuances that go along with splitting your assets and it can be an emotional investment as well.

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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 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 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.

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