Today’s Wisdom: We turn to the mailbag once again and answer the questions that are on your mind. Today we … 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 185: Financial Questions You Don’t Know the Answer To
Today’s Wisdom: Much of what you try to accomplish with a financial plan is being prepared for the unexpected and … Read More
Podcast Episode 181: Best Options for Financing a Second Home
Today’s Wisdom: Do your retirement goals include finding a second home where you can spend a portion of the year … Read More
Podcast Episode 177: What Does Your Retirement Dream Look Like?
Today’s Wisdom: Are you someone who has specific goals for retirement or have you not given it a lot of … Read More
Podcast Episode 174: Are You Playing Financial Chess, Roulette, or Poker?
Today’s Wisdom: Is it luck or analytics that drives your financial decisions? Or is it a little of both? Let’s … Read More
Podcast Episode 173: New Stats on How Americans Save for Retirement
Today’s Wisdom: Vanguard recently released its latest report on how Americans are saving and there are some eye-opening statistics about … Read More
Podcast Episode 172: Mailbag: Variable Annuities, Flipping Houses, and Mortgage Debt
Today’s Wisdom: The time has come again to open up the mailbag and find out what financial questions are on … Read More
Podcast Episode 171: How to Have Those Awkward Financial Conversations
Today’s Wisdom: Financial planning isn’t always an easy process. We often need to address situations that can be awkward for … Read More
Podcast Episode 170: How Financial Planning Differs By Profession
Today’s Wisdom: Having worked with thousands of clients over the years, we’ve gotten to know the financial personalities of different … Read More
