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Ep 8: Understanding Your Medicare Options

Ep 8: Understanding Your Medicare Options

We’re talking all about Medicare on today’s show because we get questions quite often about this healthcare program. Before you make any decisions on coverage, it’s important to understand everything about Medicare because it’s unlike any other plan you used while working. 

Finding the Right Financial Advisor

Finding the Right Financial Advisor

https://youtu.be/LfC0dSAgPJU A successful retirement is the end result of years of proper preparation and execution, which is why it takes careful planning to ensure that you get on the right track and stay there. Some people have the ability and time to tackle it on their own, but most people can greatly benefit from working […]

Ep 7: Welcome to the Retirement Restaurant

Ep 7: Welcome to the Retirement Restaurant

It’s been said you can eat food that’s healthy, cheap, or easy but you can’t get all three at once. At best you can get 2 out of the 3. Maybe you can go out to a restaurant, it’s easy and maybe healthy but it’s not going to be cheap. Is retirement planning and financial investments the same way?

Ep 6: Financial Wisdom from Warren Buffett

Ep 6: Financial Wisdom from Warren Buffett

What valuable lessons can we learn from one of the most successful investors of all time, Warren Buffett?

Understanding the Three Worlds of Money

Understanding the Three Worlds of Money

A major hurdle to getting started with saving and investing is trying to figure out exactly where to begin. With so much information and so many products available, trying to narrow things down can feel a bit overwhelming. But it doesn’t have to be. The simplest way to think about your money and how it […]

Ep 5: Understanding Financial Proverbs

Ep 5: Understanding Financial Proverbs

There are a lot of financial sayings out there, things that you’ve probably heard your whole life, what does a financial advisor make of these proverbs and are there any lessons to learn from them?

Ep 4: Financial Pain Points in Retirement

Ep 4: Financial Pain Points in Retirement

Retirement planning is as much about addressing an individual’s concerns and needs as it is about accumulating a bunch of assets. On this episode, we’re going to identify the most common pain points we see in retirement and tell you how to address them.

Busting the Biggest Social Security Myths

Busting the Biggest Social Security Myths

You shouldn’t buy into everything you hear when it comes to Social Security. Believe it or not, there’s quite a bit of misinformation floating around about the future of the program and what you need to know when claiming the benefit. Our job is to help put you in the strongest position possible for retirement and a big piece of that is getting Social Security right.

Ep 3: Busting Financial Myths

Ep 3: Busting Financial Myths

When it comes to retirement planning there are a lot of myths out there. On today’s episode, we are going to break down some common financial myths and what you should be focusing on instead when saving for the future.

Ep 2: Ways to Improve Your Tax Position

Ep 2: Ways to Improve Your Tax Position

The best way to get the most out of the money you’ve earned is to make sure you aren’t giving any of it away. By utilizing smart and careful tax planning strategies, you can set yourself up for a better financial future. Today we’ll address some of the common tax questions we hear and talk about a few of those strategies to help you protect the money you’ve earned.

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