Today’s Wisdom: Retirees received some good news ahead of 2022 when the Social Security Administration announced a 5.9% Cost of … Read More
Podcast Episode 228: Financial Lessons Learned from Thanksgiving Traditions
Today’s Wisdom: Another year of Thanksgiving celebrations with family and friends means renewing those traditions that we’ve come to enjoy … Read More
Podcast Episode 227: Economic Update – Bonds, Inflation, and Supply Issues
Today’s Wisdom: There has been plenty of economic news over the past few weeks so let’s talk about what’s happening … Read More
Podcast Episode 214: Common Complaints People Have About Advisors
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
