Today’s Wisdom: We meet people every day that either work with or have worked with a financial advisor, and during … Read More
Podcast Episode 207: Excuses for Not Going to an Advisor
Today’s Wisdom: We all know that regular check-ups are beneficial to our health but plenty of people still put it … Read More
Podcast Episode 206: Claiming Social Security Early + Other Retirement Questions
Today’s Wisdom: Many people look to real estate to generate income, but would it make more sense to put that … Read More
Podcast Episode 205: Why People Move Their Goalposts in Retirement Planning
Today’s Wisdom: We found that people move the goalposts in their own retirement planning, often to their own detriment. Let’s … Read More
Podcast Episode 203: Questions About Different Financial Tools
Today’s Wisdom: Which financial tools should you be utilizing in your retirement plan? The answer varies for every person but … Read More
Podcast Episode 192: Mailbag – RMDs, Company Stock, and Robo-Advisors
Today’s Wisdom: It’s time to open up the mailbag again and answer the questions that have been sent to the … Read More
Podcast Episode 190: How to Utilize Our Proprietary Process
Today’s Wisdom: For more than a decade, our team has been using a proprietary process we call the Money Map … Read More
Podcast Episode 188: The Money Map
Today’s Wisdom: Whether you’ve listened to Joel on television or on this podcast, you’ve probably heard him mention The Money … Read More
Podcast Episode 187: Reviewing President Biden’s Early Policy Decisions
Today’s Wisdom: On his first day in office, Joe Biden signed 17 different executive orders and has signaled his intent … Read More
Podcast Episode 186: Highlights from a Career in Financial Planning
Today’s Wisdom: Much of the conversation we have on the podcast deals in the present but we wanted to take … Read More
