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Do you have lingering questions about financial planning, tax planning, estate planning, retirement planning or Long-Term Care solutions? Then you're in the right place!


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Listener Questions: What Is American Funds & How Aggressive Should My Savings Plan Be To Retire By 60? Thumbnail

Listener Questions: What Is American Funds & How Aggressive Should My Savings Plan Be To Retire By 60?
Retirement Income Planning Financial Planning

We’ve got another listener question episode for you today! Tune in as Charles answers a few questions from podcast listeners like you. In this week’s edition, a listener named Wendy asks if it's okay to have all her 401k money invested in American Funds or if she should diversify into other investments. Charles also tackles a question about how aggressive one’s retirement savings goals should be to retire by 60.

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Listener Questions: Should You Take Social Security Earlier, Rollover Options, & Can One Firm Manage EVERYTHING?! Thumbnail

Listener Questions: Should You Take Social Security Earlier, Rollover Options, & Can One Firm Manage EVERYTHING?!
Retirement Income Planning Financial Planning

Charles frequently receives financial planning questions via email. This week, he addresses Mary's concern about her portfolio, which dropped significantly earlier this year, recovered somewhat, but is still down from its peak. Relying entirely on this money for income, Mary is considering starting Social Security earlier than planned.

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Ready Or Not Retirement Thumbnail

Ready Or Not Retirement
Retirement Income Planning

Are you nearing “retirement age?” If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.

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Unsure, Confident, or Certain: Retirement Planning Next Steps Thumbnail

Unsure, Confident, or Certain: Retirement Planning Next Steps
Retirement Income Planning Financial Planning

It’s not just the financially uncertain who need to think carefully about their retirement plan. Even those who feel confident in their retirement savings might still have important questions to answer and decisions to make. In this episode, we'll explore the three retirement planning mindsets: those who have no idea if they can retire, those who think they have enough money to retire, and those who know for sure they have enough money to retire. We'll discuss the key considerations and next steps for each of these mindsets to help you prepare for a fulfilling retirement.

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The 5 Biggest Money Mistakes In Retirement Planning Thumbnail

The 5 Biggest Money Mistakes In Retirement Planning
Retirement Income Planning Financial Planning

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.

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Where $1 Million Runs Out Fastest Thumbnail

Where $1 Million Runs Out Fastest
Income Planning

A million dollars is a goal that many people strive to earn for their retirement nest egg, but how far can that lump sum actually carry you? Today we will be looking at an article that breaks down how far a million dollars go in various states.

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