Dec 30, 2022

Providing answers to your financial questions is one of the things we enjoy doing most each day and our podcast provides a great outlet for that to happen. On this episode, we’re going to take four questions on RMDs, savings, planning mistakes, and whether ETFs or mutual funds are the better investment.

Here’s...

Dec 23, 2022

Are you ready to retire? Many people aren't sure if they are ready to leave their careers behind. In this blog post, we will discuss some of the reasons why people may not be ready to retire. We will also provide tips on how to overcome these challenges and make the transition to retirement easier. So, if you are...

Dec 16, 2022

In times like these when the stock market is tumbling over an extended period of time, we often get calls and questions from people about what they’re most concerned about. It’s natural to be worried or fearful when account values are dropping, but that’s a time when you can lean on your advisor. Let’s talk...

Dec 9, 2022

We’re right in the middle of football season and many people are spending lots of time on the weekend following their favorite team. Since it’s fresh in our minds, let’s see if we can’t get a little financial value out of what we’re watching. On this show, we’re going to take some strategies from the game...

Dec 2, 2022

Most people think of their home as their largest asset. But for retirees, that may not be the case. In fact, your retirement savings may be your biggest asset. And it's important to manage those assets carefully in order to ensure a comfortable retirement. In this episode, we will discuss some tips for managing...