Sep 27, 2019

Small business owners have a lot on their plate on any given day so planning for retirement can get pushed aside or overlooked. Other times, owners think that the revenue generated and assets accumulated is enough to replace financial planning. Let’s take some time today to clear up some common misconceptions so...

Sep 20, 2019

If your planning process ever gets slowed down by obstacles in your decision-making, you surely aren’t alone. There are some roadblocks that we many people deal with and it can make planning difficult. Let’s discuss those challenges and how to work through them. We’ll also address some conventional wisdoms in...

Sep 13, 2019

If you need a little guidance when it comes to investing, we’ve put together four financial commandments for you to follow. These will lead you through the uncertain periods of the market and keep you from making any major mistakes.  Thou shalt not ignore this episode.

0:21 – What’s coming up on the show.

1:19 –...

Sep 6, 2019

We spend most of our lives planning for the day we retire but tend to forget about that next stage of planning that ensures we get through retirement without worries. As you prepare for that big day, consider these common dos and don’ts so that you’ll be able to enjoy your retirement to the fullest. We’ll also...