Feb 15, 2019
Retirement planning contains many uncertainties. While these variables are tricky to navigate, you should be able to identify them and plan accordingly.
What You'll Learn:
2:09 – Knowing The Unknowns.
- Your retirement will be filled with uncertainties. Luckily, we do know this with certainty, so there's still...
Feb 8, 2019
Join us for a jaunt to Washington. We'll hear from CNBC tax expert Andy Friedman as he discusses how the goings-on in Washington could affect the financial services industry.
What You'll Learn:
00:40 – How Will Washington Affect Your Finances?
- Joel shares an interview with CNBC Wall Street tax expert Andy...
Feb 1, 2019
Marriage is hard work, and it's important to be a unified couple. However, you probably don't agree on everything. Joel identifies the top financial spousal disagreements he sees among clients.
What You'll Learn:
00:44 – Joel Defines The Term "Fiduciary."
- It's a term you might have heard a lot about in the...
Jan 25, 2019
It's no secret we all want financial independence, but what does that mean? We'll tackle what it looks like to live freely in retirement.
What You'll Learn:
3:22 – Independence From Government Assistance Is A Good Thing.
- We're not saying the government's bad, but it's good not to have to rely on Uncle Sam....
Jan 18, 2019
We visit with folks often who have a poor financial perspective. Whether it's the economy or your finances , we want you to think rightly about retirement.
What You'll Learn:
1:31 - Retail Sales Were Up In December.
- Fourth Quarter and Holiday sales were through the roof this year. In fact, the numbers were the highest...
