Feb 14, 2020

Today it’s all about the mailbag on the podcast and we’re answering nine different questions ranging from life insurance to Social Security benefits from an ex to investment strategy. There’s a lot on your mind and we’ll do our best to address as many different topics as possible.

Show notes and additional...

Feb 7, 2020

Working with a financial advisor is an important decision and one that you shouldn’t make without careful consideration. Whether you’re about to take that step or already have an existing relationship you want to re-evaluate, there are a few red flags that you should always be on the lookout for and we’ll share...

Jan 31, 2020

Have you ever wondered why your advisor spends so much time on all the scenarios you never expect to happen? It’s to avoid a catastrophe in retirement that ruins everything you’ve worked for or even causes you to return to work. Let’s discuss four scenarios that we’ve seen first-hand and talk about how you can...

Jan 24, 2020

When it comes to evaluating products and items in the financial world, there’s a lot of good and bad available to investors. The challenge is trying to determine what works for you and what doesn’t. Let’s talk about a few of these things that might not be all they’re cracked up to be and then highlight a few...

Jan 17, 2020

The SECURE Act officially took effect when calendars turned to 2020 and it will create significant changes for retirement accounts moving forward. Find out what you need to be paying the most attention to and how it will affect your financial planning.

Show Notes and Additional Resources: