Aug 23, 2019

Do you have any old 401(k) accounts from an old employer that you haven’t touched since you left? You should strongly consider rolling it over into an IRA because of the flexibility and control it will offer you. We’ll explain everything about that transition and its benefits. Plus, we’ll explain why simplicity is...

Aug 16, 2019

You probably already know that financial planning comes in all different types of investments, but did you know that planning also changes depending on where you are in life? Strategies earlier in your life need to change as you approach your retirement date and there are a few important factors to keep in mind.

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Aug 9, 2019

You’ve probably heard Joel Johnson reference The Money Map quite a bit on television or on this podcast, but what exactly is it? In this episode, we’ll go into some detail about the purpose of the book, what topics it covers, and some of the areas you’ll benefit. Plus, two listener questions get answered and four...

Aug 2, 2019

Will Rogers left behind a legacy of wisdom that is still applicable today in the financial world. We’ll take three of his most popular quotes and apply them to retirement planning. Plus, we answer mailbag questions about early retirement, mutual funds with high returns, and how involved your spouse should be...

Jul 26, 2019

Whether you’re looking for your first financial advisor or considering your options, there are some easy red flags to look. We discuss three today that can help you feel confident in your advisor. Plus, we run through some problem-solving scenarios and bust out the financial dictionary for an acronym you might not...