Avoiding Critical Estate Planning Mistakes
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes...
Which Excuses Keep You From Retiring?
Sometimes people say they don’t want to retire...and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire."
Finding Silver Lining In Unfortunate Financial Situations
On this episode: Not everything goes smoothly in your financial [...]
Sabotaging Your Own Retirement
On this episode: With all of the things in the [...]
What Will The Next Market Crash Look Like?
On this episode: This week we touch on diversification not [...]
What Flying Teaches Us About Retirement
There are some important lessons that flying can teach us about retirement planning. There are surprisingly more common points than you may think.
Even Responsible Savers Make Mistakes
Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make...
3rd and 4th Quarter Planning To-Do List, Part 2
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on. We continue to go through our checklist of items to consider as the year begins to wind down in this follow up conversation to last week's podcast.
3rd and 4th Quarter Planning To-Do List, Part 1
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on. Especially if you are retired, or planning to retire soon. Are you focusing on the right things? Listen to today’s podcast to find out.
You Need To Avoid These Portfolio Disasters
Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them
