retirement

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 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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Ep 28: Best Places to Retire

Are you thinking about moving to a new state when you retire? Today we’ll look at a list of the top places people retire and discuss the common factors that go into make a decision like that. Plus, we’ll share the locations that many of our Minnesota clients have decided to live in retirement.

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