Ep 57: What You Should Know About Wills and Trusts
The Concept: Let’s talk about estate planning, specifically wills and trusts. Find out what’s right for you, how much it costs and more. Click the timestamps below...Ep 56: Five Common Financial Mistakes in Hindsight
The Concept: Financial decisions are a lot easier with the benefit of hindsight. Here are some common mistakes people have made this year and how hindsight could have helped them in 2020. [spp-player...Ep 55: How Does Your Retirement Savings Compare to Average American?
The Concept: Have you ever wondered how your savings plan compares to the average American? Vanguard released a report with stats on retirement accounts and we’re going to look at some of the most interesting data to come out of the past year. [spp-player...Ep 54: Five Outdated Financial Strategies
The Concept: Just like technologies change and become outdated, so do some retirement planning strategies. Let’s look at five financial strategies that have become obsolete. [spp-player...Ep 53: Answers to Common Housing and Retirement Questions
The Concept: Clients often ask how housing fits into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions about housing. [spp-player...
