Stretch IRA Update
The new year brings new changes with the passing of the SECURE Act. This week we will discuss the elimination of the stretch IRA and how it may affect your financial plan.
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 [...]
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.
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
What Does Financial Security Mean To You?
“Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? On today’s show, we’ll cover some of the popular responses we hear from clients during the planning process.
Conventional Wisdom Isn’t Always So Wise
Let’s discuss a few examples where following conventional wisdom might lead you astray.
Mailbag – Life Insurance And Rolling Over A 401(k)
This week we'll tackle our first round of listener questions. We'll discuss how to decide on the right type of life insurance policy to purchase, as well as how difficult it is to roll over a 401(k) on your own.
