Retirement Strategy

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

September 30, 2021

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

Ep 14: Retirement Plan Customization Is King

August 26, 2021

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.

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?

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?

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.

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.