Podcast

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.

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.

Ep 1: Getting to Know Your Host, Josh Greenberg

Ep 1: Getting to Know Your Host, Josh Greenberg

We are excited to introduce the first episode of My Sweet Retirement! On this podcast, your host Josh Greenberg will be discussing the important financial topics you need to know to have a bright financial future. Join us today as we get to know Josh and his financial philosophy a little better