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
Replacing Fear with Confidence in Your Financial Plan
The Dangers You Can Face When It Comes to Your Money Today I want to talk to you about some … Read More
Will the Recession Affect Social Security?
Will the Recession Affect Social Security? Social Security is something that people commonly make the biggest mistakes with. The recession … Read More
Don’t Fall Victim To Fuzzy Math In Retirement Planning
Today’s Wisdom: Retirement planning is all about drilling down the numbers and coming up with a strategy to fit your … Read More
