Tag: Retirement

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?

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.

How Inflation Impacts Retirement Planning

How Inflation Impacts Retirement Planning

Inflation has long been known as the silent killer for financial planning because the small increases in prices each year weren’t noticeable day-to-day. Over time, however, those increments add up and eventually become magnified over the years.

Retire to Margaritaville

Retire to Margaritaville

“Nibblin’ on sponge cake/ Watchin’ the sun bake.” You soon could be doing just that and so much more in Margaritaville, a chain of easy, breezy senior-living communities inspired by Jimmy Buffett. Already, Margaritaville — a 30-year-old brand based on Buffett’s laid-back style and music — has spawned hotels, stores, casinos, resorts and restaurants. Now […]