Social Security is a complex topic, and it’s surrounded by several misconceptions. We want you to avoid mistakes that could cost you thousands of dollars. On this edition of the podcast, we’ll examine eight crucial questions surrounding Social Security.
Not all investors are successful. Find out what successful investors do that unsuccessful investors don’t do. Learn how to follow the example of investment experts to avoid mistakes that can diminish your money in retirement.
Couples often have different beliefs and expectations surrounding their finances. While it’s natural to view money differently, we want you to be on the same page as a couple when you’re approaching retirement. Join us as we outline the importance of retirement planning for couples.
Our clients have all sorts of questions about retirement. Some are more popular than others, yet they’re all crucial to solve as you approach retirement. Join us as we search for answers to these three important questions.
Planning for retirement was easier for past generations. When your time came to leave the workforce, you probably received a pension and a gold watch. Maybe you spent your remaining years sipping tea in a rocking chair on the front porch. Unfortunately, those days are gone, and we want to bring you out of the glory days and into reality.
Retirement doesn’t have to be overwhelmingly complicated. There’s beauty in simplicity, and sometimes, we tend to make retirement planning harder than it needs to be.
The emotional and logical parts of your brain often conflict. The emotional part usually has more influence, but the logical part thinks it’s in charge. This lends itself to justifying emotional decisions with (bad) logic. We’ll explore some of the excuses you’re making.
Choosing an advisor can be a challenging task. We’ll give you four questions you should be asking as you’re interviewing potential advisors.
Financial pundits love to predict a coming apocalypse. Doom and gloom might drive ratings, but that mentality isn’t good for your financial health. Join us as we examine the facts and sort truth from hysteria.
We’re going to try to boil the process of financial planning down into six steps. It’s a daunting challenge, but it will help you better grasp the process.
