Jul 30, 2021

As part of our summer podcast series, we're going back to the most popular topics of the past year and revisiting them once again. 

Financial planning doesn’t just give a sense of security, it also ensures your family is taken care of as well. On this episode, Joel answers nearly a dozen questions from listeners...

Jul 23, 2021

Real estate can be a huge piece of a financial plan, especially now that mortgage rates are at historic lows. We’ve gotten a lot of question for the show about this topic and today we’re running through nine different mailbag submissions that all tie into real estate. 

As part of our summer podcast series, we're...

Jul 16, 2021

Everyone wants to know where they stand as it relates to retirement savings. Will you have enough or are you falling behind? Today we’ll tell you how we arrive at that number and we’ll answer another listener question about capital gains taxes.

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Jul 9, 2021

The SECURE Act was first introduced at the beginning of 2020 with a handful of new retirement planning changes included, but there could be additional amendments added in the near future. What could the new changes include? We’ll share six key proposals that are on the table and find out what Joel makes of each...

Jul 2, 2021

We all know that regular check-ups are beneficial to our health but plenty of people still put it off. Many of the same excuses people make for not going to the doctor are used for avoiding a visit with a financial advisor. Let’s take a closer look at why people procrastinate with their finances and give you...