Podcasts2024-07-26T08:43:45+00:00

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Financial Forecaster

October 15th, 2020|Categories: Podcast|Tags: , , , , |

There are plenty of financial lessons to be learned from almost every area of life. And since the Weather Channel is everyone’s favorite station to let play in the background for hours at a time, let’s see what we can learn about retirement planning from the world of weather.

Long Term Care

September 3rd, 2020|Categories: Podcast|Tags: , , , |

We have recently been receiving many questions about LTC and not just how to get coverage but actually getting help, care and assistance when we need it. As we age this gets tougher and for many who lost a spouse or are single there is added worry on how to protect and care for ourselves. This week, Mike addresses some of the things that have been coming up lately with many friends, clients and colleagues.

The Truth About Longevity Risk

August 20th, 2020|Categories: Podcast|Tags: , , , , |

Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize it as a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how deal with the “problem” of living too long.

Financial Issues That Are Particularly Challenging For Women

August 6th, 2020|Categories: Podcast|Tags: , , , , |

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.

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