Today’s Wisdom: With your house being one of the most valuable assets you own, it’s not surprising that people might … Read More
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.
The SECURE Act was first introduced at the beginning of 2020 with a handful of new retirement planning changes included, but there could be additional amendments added in the near future. What could the new changes include? We’ll share six key proposals that are on the table and find out what Joel makes of each one.
Today’s Wisdom: If planning was easy to do, we’d never have to worry about retirement. Unfortunately, we often put ourselves … Read More
Today’s Wisdom: Today we open up the mailbag to answer your questions on topics ranging from savings strategies, supporting adult … Read More
Today’s Wisdom: The first few months of the Biden administration brought a lot of new legislation but many of our … Read More
Today’s Wisdom: On his first day in office, Joe Biden signed 17 different executive orders and has signaled his intent … Read More
Today’s Wisdom: Much of the conversation we have on the podcast deals in the present but we wanted to take … Read More
Today’s Wisdom: Much of what you try to accomplish with a financial plan is being prepared for the unexpected and … Read More