Retirement Strategy

Ep 24: Don’t Fumble Your Retirement in the Financial Red Zone

Just like football players don’t want to fumble the ball in the red zone, you don’t want to fumble your finances as you get close to retirement. We’ll explain how to protect your finances.

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Ep 22: 22 Money Resolutions For 2022

You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.

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Ep 21: Opportunities for Retirement’s Late Bloomers

Are you a later bloomer when it comes to saving for retirement? Don’t worry, we’ll share some opportunities that can help you make up some lost ground.

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Ep 20: Quit Cutting Corners in Your Financial Plan

We all cut corners occasionally, but how can this hurt our financial plans? While we may think we can get away with cutting some corners, we will end up hurting our financial future if we do so.

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Ep 17: Is Your Your Financial Plan Out of Tune?

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan

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Ep 14: Retirement Plan Customization Is King

Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. We’ll share some of the things that need to be considered if you’re going to build a truly customized plan.

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Ep 10: Financial Planning in the Biden Administration

Today, we’re talking about financial planning in the Biden administration. What are some of the proposals that are out there? What are some of the changes that might be coming down?

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Ep 8: Why Pensions Are Becoming a Thing of the Past

Pensions are not as popular as they once were. Why are they becoming extinct, and how are people now saving for retirement?

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Ep 7: Are You Flirting With Financial Disaster?

Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it. Disaster and retirement are not two words you want associated with each other.

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Ep 6: How Financial Planning is Like Basketball

What can we learn about retirement planning from watching a basketball game? There are some fascinating similarities between the two.

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