Oct 30, 2020

The time has come again to open up the mailbag and find out what financial questions are on your mind. Today we get three questions dealing with variable annuity investments, flipping houses for income, and carry mortgage debt into retirement. Find out what Joel thinks about each of these topics on this episode.

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Oct 23, 2020

Financial planning isn’t always an easy process. We often need to address situations that can be awkward for the client. Today we’ll tell you about six of these challenging conversations and how we approach them. Don’t let these awkward planning topics keep you from opening up and taking them head on.

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Oct 16, 2020

Having worked with thousands of clients through the years, we’ve gotten to know the financial personalities of different types of professionals. Find out what challenges specific careers face with financial planning and what types of strategies are typically best to meet those needs.

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Oct 9, 2020

This year has led to some unique financial planning conversations so it’s no surprise that we’ve gotten a lot of questions. Let’s take this episode of the podcast to get to three topics that listeners have asked about that others are likely facing as well.

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Oct 2, 2020

Even the most easy-going person is probably dealing with a little added stress in today’s world. There’s a lot that you could be concerned about and emotion can lead to mistakes when it comes to financial planning. Today we’re going to get Joel’s response to hypothetical concerns based on current issues.

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