retirement

Ep 79: The Desire to Retire

People have different feelings when it comes to their desire to retire. We broke this concept down into five sections that we will explore today. Our goal is to help you determine which category you fall into so you can be sure your financial plan aligns with your desire to retire. Here’s some of what…

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Ep 76: What to Know About Roth Conversions

You may have heard of Roth Conversions. Roth Conversions have been increasingly popular, so we wanted to share some important things to know before you decide if it is right for you. There are a few key points to consider, like how one would affect your tax bracket for example. Listen to learn the benefits…

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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 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 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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