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

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?

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 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

Tag: planning

Schedule an Appointment