Jun 14, 2019
Should you do a 401(k) rollover to an IRA? What happens to your retirement accounts when you hit the magical age of 70 ½? How and when you withdraw money from your accounts makes an enormous difference to the overall success of your financial plan. On today’s podcast, Joel will walk us through some of the most...
Jun 7, 2019
You never know what might happen to you in retirement. After all, some things in life you just can't control. However, you can control how you plan for the unknown. Joel explains why you should control what you can to prepare yourself for those "life happens" moments in retirement.
00:41 – A...
May 31, 2019
Social Security is a complex topic, and it's surrounded by several misconceptions. We want you to avoid mistakes that could cost you thousands of dollars. On this edition of the podcast, we'll examine eight crucial questions surrounding Social Security.
5:55 – When Am I Eligible To Receive...
May 24, 2019
We live in an era of hot takes; that is to say, strong opinions. Without becoming too controversial, Joel shares his opinions on certain topics and explains whether they're overrated or underrated concepts.
00:41 – Sell In May, And Go Away!
May 17, 2019
Planning for retirement is a daunting task. Before you retire, you need a game plan, but with so many moving parts, it's tough to know where to begin. To help you out, we've developed eight essential questions you need to answer before you retire. If you've already retired, they're even more critical.