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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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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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Retirement Savings Basics: What’s The Purpose Of All My Accounts? Thumbnail

Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Retirement

Are you aware that not all retirement accounts are created equal? It's crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we'll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can make an informed decision. Join us and discover why understanding the purpose of these accounts is essential for securing a comfortable retirement.

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Retirement Expenses For Which You Forgot To Plan Thumbnail

Retirement Expenses For Which You Forgot To Plan
Retirement

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We'll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable 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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Most Common Retirement Planning Questions About Taxes Thumbnail

Most Common Retirement Planning Questions About Taxes
Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings.

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Please Read The Fine Print Thumbnail

Please Read The Fine Print
Financial Planning

It’s been said that “the sales brochure giveth and the fine print taketh away.” In this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print.

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Going Against The Grain Thumbnail

Going Against The Grain
Retirement Financial Planning Long-Term Care

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

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Tough Topic: Retirement & Divorce Thumbnail

Tough Topic: Retirement & Divorce
Retirement

Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. In this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce.

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The Potential Forgiveness Of Student Loans Being Proposed Thumbnail

The Potential Forgiveness Of Student Loans Being Proposed
Financial Planning

Student loan forgiveness is a hot topic of discussion right now. Many people fear the cost of something like this and the lessons it will teach the younger generation, while others argue the cost of higher education is exorbitant and we need to extend help for those who have a lot of debt. There are both pros and cons to each side that we will be discussing on today's show.

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