retirement

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 63: Common Retiree Housing Questions

With the state of the housing market and rising interest rates a lot of retirees have questions about their house and how it fits into their overall retirement plan.

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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 60: Guessing at Retirement Planning

Are you guessing at retirement planning? If so, what could it be costing you?

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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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Ep 54: 5 Signs of Financial Health

Are you financially healthy? On today’s episode, we will be discussing 5 signs of financial health.

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