finances

Ep 49: Mind the Gap

Financial gaps will happen without a detailed assessment of your retirement plan, and that can keep you from living confidently in retirement. Let’s look at the most common ones we see in plans and what we do to help fill those gaps.

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Ep 12: Cleaning Out Your Financial Closet

A lot of Americans are using this lockdown time to clean up around the house so let’s channel that energy to getting our finances organized as well. We’re going to open the doors to that financial closet you haven’t looked into for some time and talk about how to get everything in order.

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Ep 11: Keys to Building a Sturdy Financial House

A home is a place where we depend on for stability and security, which is similar to our financial plan. Let’s explore the similarities even further by discussing each key element for building a house and what that would equate to in your retirement planning process.

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Ep 10: Key Things to Know About the CARES Act

The coronavirus pandemic has impacted just about everyone from a physical, emotional or financial standpoint. Now there’s relief on the way in the form of the CARES Act. Find out what this means for you as an investor and a small business owner.

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Ep 9: Social Distancing Your Finances

Some investment options shouldn’t be anywhere near each other because they have totally different goals. Let’s apply the popular social distancing phrase to our finances and look at four situations where these products need to stay separated.

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