It’s nearly impossible to completely separate emotion from financial decisions. As much as we try, it’s just hard to overcome those human emotions, especially when it comes to fear and money. We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common…
Read MoreAnother round of retirement changes are on the way after President Biden signed a spending bill in December 2022 that included the SECURE Act 2.0. This added a long list of provisions to the original bill that took effect at the start of 2020. Retirees and pre-retirees need to understand what this new legislation means,…
Read MoreAt this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning.
Read MoreWe’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.
Read MoreThose 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.
Read More
On this episode, we’re going to look at the many of the similarities between health and finance and discuss what we can do to fix those unhealthy habits.
Read More
All that hard work you’re doing isn’t just to earn and save money. There are bigger reasons for retirement and we want to explore that on this episode. What are you living for? Let’s talk about the common motivations we find people have and discuss how we help them reach those goals.
Read More
Managing finances create plenty of stress each day so let’s take some time to add a little humor to the conversation. Today we’ll tell a few financial planning jokes and see what lessons we can learn along the way.
Read More
The possibility is out there that new amendments could be made to the SECURE Act, which was originally passed in late 2019 and took effect at the beginning of 2020. What changes might be coming and what do you need to be aware of?
Read More
Every generation’s retirement comes with a new set of challenges but today’s retirees have a lot more on their plate than their parents did. Let’s take a look at the biggest retirement challenges facing people today and how planning has changed because of them.
Read More