Nov 24, 2023

We’re with Matt Pastor, a financial advisor on our team, to talk about life insurance and the need for it in retirement. Once you’ve earned enough to take care of your family and the kids are through college, do you still need to carry that policy? This is a great question and the answer will vary from person to...

Nov 17, 2023

Those final years leading up to retirement can be an incredibly exciting time but they can also stir up a little nervous energy. Have you done everything you need to? What should you be thinking about right now? In our latest podcast, we talked with Eric Hogarth, CFP® about the five years before retirement and what...

Nov 10, 2023

A question that many investors ask is whether they should be investing in ETFs or mutual funds. It’s a legitimate question because a lot of people don’t truly understand the difference between the two. In our latest podcast, we want to address the technical part of this question but do so with a less technical...

Nov 3, 2023

The concept of financial legacy means different things to different people. Some people might hear that and think about their will or estate documents, but that’s not what we’re talking about here. This conversation will be a little bigger picture and a bit more philosophical.

Here’s some of what we discuss...