Presidential Wisdom For Your Retirement Plan

Presidents aren’t just leaders of a nation. They’re decision-makers who navigate uncertainty, make tough calls, and plan for the future. Today, we’re looking at how the leadership lessons of some of America’s greatest presidents can help you build a smarter, more secure retirement plan.

By |2025-03-12T17:59:50-04:00March 20th, 2025|Podcasts|Comments Off on Presidential Wisdom For Your Retirement Plan

Most Americans Are Forced to Retire Early – Are You Ready?

Did you know most Americans retire earlier than planned, often due to unexpected health issues, job changes, or financial surprises? These challenges can force people out of work early, leaving them unprepared for decades of retirement. In this episode, we’ll explore recent research highlighting the importance of planning for early retirement, even if it’s not in your current plans.

By |2025-01-09T16:15:57-05:00January 9th, 2025|Podcasts|Comments Off on Most Americans Are Forced to Retire Early – Are You Ready?

Beware of Retirement Half-Truths

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples.

By |2024-07-01T15:54:28-04:00July 2nd, 2024|Podcasts|Comments Off on Beware of Retirement Half-Truths

Four Ways The SECURE Act 2.0 Might Impact You

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.

By |2023-02-23T16:52:24-05:00March 2nd, 2023|Podcasts|Comments Off on Four Ways The SECURE Act 2.0 Might Impact You

Rookie Mistakes Even Experienced Investors Make

Even if you’ve been saving your money and investing for a long time it’s easy to make rookie mistakes. On this episode, we’ll cover some of the top rookie mistakes we see people make, illustrate how to avoid them or how to fix them if you’re already made some mistakes in your financial life.

By |2023-02-01T12:38:35-05:00February 16th, 2023|Podcasts|Comments Off on Rookie Mistakes Even Experienced Investors Make

2023 Edition: 10 Point Checklist For Retirement Preparedness

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.

By |2023-02-01T12:38:17-05:00February 2nd, 2023|Podcasts|Comments Off on 2023 Edition: 10 Point Checklist For Retirement Preparedness

The Top 5 401(k) Mistakes You Need To Avoid

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s.

By |2023-01-17T16:23:18-05:00January 19th, 2023|Podcasts|Comments Off on The Top 5 401(k) Mistakes You Need To Avoid

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
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