Today’s Wisdom: We might all be different when it comes to money, but there are certain things that we can … Read More
Podcast Episode 256: Should You Move Into Cash Before Retirement?
Today’s Wisdom: You might have heard already that financial planning changes as you head into retirement and your goals shift, … Read More
Podcast Episode 244: What Does it Mean to Retire Early?
Today’s Wisdom: Just about everyone you ask would choose to retire early if given the option but that could mean … 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 220: Legitimate Financial Concerns or Sensationalism?
With financial information everywhere you look, it can be tough to discern what is accurate and what is actually just a headline used to generate clicks. Today we’ve pulled some of the things you might have heard recently relating to the economy and investing and we’ll look to Joel to explain what is accurate and what’s been exaggerated.
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
When Should I Start Collecting Social Security?
Social Security is a subject that always prompts client questions, especially this one: What’s the “right” age to file for … 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 168: Dealing with a High Anxiety Mindset
Today’s Wisdom: Even the most easy-going person is probably dealing with a little added stress in today’s world. There’s a … Read More
Podcast Episode: 165 Best of Our Money Wisdom Questions Series
Today’s Wisdom: We pride ourselves in putting out as much content as possible to assist people with their financial planning … Read More