Financial plan

Ep 53: Retirement Jigsaw Puzzle

When constructing a jigsaw puzzle you likely have some sort of strategy. Maybe you start with the frame first or sort the pieces by color. Like starting a puzzle, you don’t want to jump into retirement without having a plan.

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Ep 27: Retirement Concerns for Baby Boomers

With so many Baby Boomers heading into retirement every day, they are finding different challenges and concerns than their parents had to deal with. We work with many people in that generation and have heard many of these things first hand. Today we’ll talk about where the worries are and what they can do to be prepared for a long retirement.

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Ep 15: The Customer Isn’t Always Right When It Comes To Financial Planning

If you work with an advisor, are you expecting expert advice or are you expecting to be the one who is right all the time? It’s a relationship of trust as you make wise decisions together, but you might not always be “right” when it comes to making financial plans.

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Ep 14: How Would You Do In The Financial Planning Olympics?

Ready to suit up and compete in the Olympics? Since the 2020 Summer Olympics have been postponed, let’s keep the games going by applying it to the world of financial planing? Will your strategy and preparation help you succeed? Find out in today’s podcast!

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