Mar 26, 2021

Sometimes we make decisions that just don’t add up. It happens all the time in the financial world as well, and it leaves us scratching our head. Today we’ll look at some examples of things we see in financial planning that don’t make sense and tell you what options you should be considering instead.

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Mar 19, 2021

It’s time to open up the mailbag again and answer the questions that have been sent into the show recently. We’ll be talking about RMDs, investing in company stock, using robo-advisors, and how to know if you have enough money to retire.

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Mar 12, 2021

Certain life events impact you more than others, and the same can be said when it comes to your finances. When these things happen, it pushes you to react with much more urgency with your retirement planning. Let’s talk about which specific events require your immediate attention and why it’s important to evaluate...

Mar 5, 2021

For more than a decade, our team has been using a proprietary process we call the Money Map to help clients identify and overcome the financial obstacles that are preventing them from reaching their retirement goals. If you’ve ever thought about taking advantage of this complimentary review we offer everyone, check...