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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Ep 52: Unreasonable Requests for Your Advisor
You may never ask something unreasonable to your advisor, but it’s important to know where that line is.
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Ep 50: Overconfidence in Financial Planning
Overconfidence in financial planning can cause a lot of issues. It’s best to meet with a financial planner to keep you level-headed and informed on an expert’s opinion.
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Ep 33: Mailbag – Social Security, Life Insurance, Legacy, & the Market
Is it okay to start Social Security before you retire? What about life insurance as a way to generate retirement income? We answer these questions plus a couple more that listeners have sent into the show.
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Ep 32: Understanding the 3 Qualities of Money
The goal for your money is to help you reach retirement and utilizing it correctly will achieve that. Before making any financial decisions, it’s important to understand the three different qualities of money and which investments best align with your goals.
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Ep 31: End of Year Financial Checklist
We’re all ready to put an end to 2020 and turn the calendar to a new year, but first things first. Let’s look at the end of year planning conversations you should be having with your advisor before January 1.
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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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Ep 29: Take This Retirement Preparedness Quiz
Want to find out just how prepared you are for retirement? Here are five key questions that you need to be asking yourself. The answers will help determine just how ready you are to retire.
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