taxes

Ep 35: What To Do as You Count Down the Days to Retirement

If you’re counting down the days until retirement, we have a checklist of things you need to keep in mind. We’ll help you get ready for the big day and make sure you are ready financially and otherwise.

Read More

Ep 26: Planning for Things You Can’t Predict

There are some things in life you can’t predict, but you can try to plan for them. For example, when is the next market crash going to happen? We don’t know, but you can prepare for it. On today’s episode, we’ll discuss some common things we can’t predict but how we can still make a plan for them anyway.

Read More

Ep 19: Tax Consequences for Different Account Types

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you use them (or don’t) in your retirement planning.

Read More

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

Read More

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.

Read More