lifestyle

Ep 75: Warning Signs – How To Spot Problems In Your Financial Life

Just like the lights on your dashboard can indicate if something is wrong with your car, like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. On today’s show, we’ll explain why your net worth, your view…

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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 64: Counting Down the Days Until Retirement

Those days, months, and years leading up to retirement can start to fill with anxiety about what needs to get done. We’ve assembled a list of priorities to keep in mind as you count down the days to retirement.

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Ep 30: What is Your Retirement Lifestyle?

Retirement looks different for all of us but determining what kind of lifestyle you want to enjoy will help you plan. Let’s talk about the different types of lifestyles we see clients choose and what it means for building a proper plan.

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