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Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.

By |2022-10-27T16:12:07-04:00November 11th, 2022|Podcasts|Comments Off on Most Common Retirement Planning Questions About Taxes

Getting It Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

By |2022-09-23T16:53:47-04:00October 20th, 2022|Podcasts|Comments Off on Getting It Right: Irreversible Financial Decisions

How Money Ads Catch Your Attention

We’re bombarded with ads each day in all forms of media. But have you ever taken a closer look at these messages? If we unpack some of these headlines and ads a little bit more, we’re able to clearly understand what emotions they’re trying to elicit. More importantly, we can figure out what companies are trying to sell us. For this episode, we just perused the internet for a couple of hours and kept track of various financial planning, investing and retirement ads we came across. Let’s pick apart these messages that popped up and see if it helps us become savvier savers.

By |2022-10-27T16:04:15-04:00October 6th, 2022|Podcasts|Comments Off on How Money Ads Catch Your Attention

Should You Follow These Popular Retirement Rules of Thumb?

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.

By |2022-08-29T13:59:31-04:00September 15th, 2022|Podcasts|Comments Off on Should You Follow These Popular Retirement Rules of Thumb?

What Hurricanes Teach Us About Retirement Planning

Weather enthusiasts and retirement planning worlds collide… Each Fall we spend a lot of time watching and listening to the news and the Weather Channel getting reports of developing hurricanes and are treated to lots of updated graphics to bring us a refresher on how hurricanes work. So, let’s take the opportunity to see what we can learn about retirement planning from a discussion about hurricanes.

By |2022-08-29T13:56:57-04:00September 1st, 2022|Podcasts|Comments Off on What Hurricanes Teach Us About Retirement Planning

Can You Get An A+ On Our Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.

By |2022-08-29T13:55:52-04:00August 18th, 2022|Podcasts|Comments Off on Can You Get An A+ On Our Retirement Planning Quiz?

Tough Topic: Retirement & Divorce

Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce.

By |2022-08-02T16:32:33-04:00August 4th, 2022|Podcasts|Comments Off on Tough Topic: Retirement & Divorce

Why Retirement Planning Ain’t What It Used To Be

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success.

By |2022-07-20T07:43:24-04:00July 21st, 2022|Podcasts|Comments Off on Why Retirement Planning Ain’t What It Used To Be

Investor Beware: Spotting Red Flags When Picking An Advisor

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.

By |2022-07-06T19:40:07-04:00July 7th, 2022|Podcasts|Comments Off on Investor Beware: Spotting Red Flags When Picking An Advisor
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