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Noah’s Ark & Retirement Planning: Lessons in Preparing Ahead

27 Jun 2024
Ever heard the saying, ‘Always plan ahead. It wasn’t raining when Noah built the ark’? Well, today we're diving into that very concept. How did Noah's forward-thinking approach help him survive the flood, and what can it teach us about preparing for retirement? Tune in as we unpack the ancient wisdom of Noah’s Ark and its modern-day implications for ensuring your retirement is secure, no matter what storms might be on the horizon.

Take the Fork: Yogi’s Wisdom on Making Financial Choices

13 Jun 2024
In this episode, we’re diving into some famous words by the one and only Yogi Berra. You might know him for his legendary baseball career, but Yogi was also a goldmine of wisdom. We'll spin some of his classic quotes into financial advice. It's all about viewing things through the right lens—so let's see what financial insights we can uncover from Yogi’s memorable sayings!

Common Executor Mistakes To Avoid

23 May 2024
Being an estate executor involves many responsibilities with various people and organizations. In this week's episode, we'll discuss some common mistakes executors make and how to avoid them. We're pleased to have Estate Attorney, Philip Corson, joining us once again for today's show.

Practical Steps After Losing a Loved One

09 May 2024
While death is an inevitable part of life, discussions about what happens afterward are often overlooked. In this episode, we're joined by estate planning attorney Philip Corson to shed light on the aftermath of losing a loved one.

Your Financial Wellness Check-Up

25 Apr 2024
Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. By regularly assessing your budget, goals, and progress, you can make informed decisions to keep your finances on track. Although financial wellness is going to look different for everyone, we’ll share some areas you should be paying attention to in today’s episode.

Retirement Planning Is Harder Than It Used To Be (Part 2)

28 Mar 2024
Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER...and that was retirement planning. Let’s talk about why on today’s episode. Let’s continue our conversation on why this is in today’s episode.

Don’t Make These Income Planning Mistakes

14 Mar 2024
Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that's built to last decades, not just years.

Retirement Planning Is Harder Than It Used To Be

22 Feb 2024
Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER...and that was retirement planning. Let’s talk about why on today’s episode.

How One Overlooked Issue Can Sink Your Retirement

08 Feb 2024
Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.

Are Your Good Money Habits Holding You Back?

18 Jan 2024
This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and strict budgeting. Join us for a practical discussion, as we uncover the unexpected effects of everyday money decisions. Are your good money habits holding you back?

Patience Pays: The Power of Delayed Gratification

21 Dec 2023
Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit, when you should really consider the delayed rewards...

End of the Year Planning Considerations

07 Dec 2023
As 2023 swiftly comes to a close, it's time to make sure that we have our finances in order to properly prepare for the new year. Let’s discuss some of the financial matters that folks should consider addressing before the December 31st. From maxing out your retirement contributions to tax loss harvesting, this episode is packed with valuable items to think about!

End of Year Financial Planning For 2023 (Part 2)

21 Nov 2023
We're back to finish unpacking our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.

End of Year Financial Planning For 2023 (Part 1)

09 Nov 2023
Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.

Money Mistakes You’ll Regret and How to Avoid Them

19 Oct 2023
"Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? On today’s episode, explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.

Retirement Planning’s “Hidden” Questions

05 Oct 2023
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement.
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