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Answering Your 2025 Financial Questions (Part 2)
As the year winds down, we’re taking a moment to answer some of the listener questions we’ve received over the past few months. One listener asks about taking on a mortgage heading into retirement, another wonders whether rolling multiple 401(k)s into one IRA hurts diversification, and a third is concerned about minimizing taxes when leaving money to their kids. Mike and Philip break down these timely questions and share thoughtful planning insights to help listeners finish the year strong.
Answering Your 2025 Financial Questions (Part 1)
As the year winds down, we’re taking a moment to answer some of the listener questions we’ve received over the past few months. One listener asks how they can give meaningful monetary gifts to their kids or grandkids while staying within gift tax rules. Another listener wonders whether keeping a large sum of cash in the bank- like $150,000- is really necessary, or if that money could be working harder for them elsewhere.
Why Better Questions Build Better Retirements (Part 2)
You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. The way you frame your question often determines the quality of your answer and, in some cases, the quality of your retirement. In this second installment, we pick up the conversation and dig even deeper into how asking smarter questions can shape your financial future.
Why Better Questions Build Better Retirements (Part 1)
Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma.
Two Advisors, Twice the Confusion?
Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma.
Will a Government Shutdown Ruin My Retirement?
Every fall it feels like Congress flirts with a government shutdown. But what if you’re a federal employee planning to retire right as the headlines are screaming? Does the political drama in Washington threaten your retirement date?
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