April 15 is right around the corner, and if you haven’t made your IRA contribution for the 2020 tax year, it’s time to write that check. If your go-to account […]

Certain life events impact you more than others, and the same can be said when it comes to your finances. When these things happen, it pushes you to react with much more urgency with your retirement planning. Let’s talk about which specific events require your immediate attention and why it’s important to evaluate your plan.

For more than a decade, our team has been using a proprietary process we call the Money Map to help clients identify and overcome the financial obstacles that are preventing them from reaching their retirement goals. If you’ve ever thought about taking advantage of this complimentary review we offer everyone, check out this episode as Joel explains each step of the process and how you can utilize it to secure your financial future.

On his first day in office, Joe Biden signed 17 different executive orders and has signaled his intent on several other policies that we can expect in the coming months. How might some of these issues affect your investing choices moving forward, or possibly just affect the specific economic interests of some of your clients, both positively and negatively?

Whether you’ve listened to Joel on television or on this podcast, you’ve probably heard him mention The Money Map quite a bit. So what exactly is it? In this episode, we’ll explain the purpose of the book, what topics it covers, and some of the areas you’ll benefit from. Plus, we’ll take a couple of mailbag questions before we go.

Much of the conversation we have on the podcast deals in the present but we wanted to take a look back over Joel’s career and hear some of the stories he remembers most. Find out what he would consider his biggest mistake, the luckiest thing he’s seen, and more.

If you’re like most retirees and people preparing for retirement, you’ve made some financial decisions you regret. Imagine being able to go back and get a do-over on all of […]

Much of what you try to accomplish with a financial plan is being prepared for the unexpected and there’s plenty of that in life. We realize not every question has an answer, but a strong plan can position you for many outcomes.

After one tumultuous 2020, we’re bound and determined to have a positive year in 2021. No matter what comes our way, let’s keep taking steps to build a strong financial plan. To help you do that, we’ve laid out four planning items that should be on everyone’s list.

Stats tell us that many people believe a financial plan is important but the majority of those people don’t follow through and get one built. If that’s you, don’t let procrastination keep you from reaching your retirement goals. As this new year begins, let’s talk about how you can take those next steps and leave procrastination in 2020.