Navigating Finances After Losing a Spouse
In today’s episode, we’ll explore the sensitive and significant process of transitioning from one financial advisor to another. We’ll cover how to recognize when your current advisor may no longer be serving your financial needs effectively, the righ…
124: Navigating the Transition to a New Financial Advisor
In today’s episode, we’ll explore the sensitive and significant process of transitioning from one financial advisor to another. We’ll cover how to recognize when your current advisor may no longer be serving your financial needs effectively, the righ…
Till Debt Do Us Part: Resolving Financial Sources of Tension Between Couples (Part 1)
Money can’t buy love, but it can certainly start some spicy debates between you and your better half. In part 1 of this series, we’re digging into the financial face-offs that make Monopoly fights look like child’s play and exploring some money minef…
Ep 118: The 12 Biggest Money Mistakes In Retirement Planning (Part 2)
It’s time for part two of our series on the biggest money mistakes you might be making in retirement planning. In part one, we shared the pitfalls of taking Social Security benefits too early, taking investment advice from family or friends instead o…
Ep 117: The 12 Biggest Money Mistakes In Retirement Planning (Part 1)
In the complex world of retirement planning, there are countless pitfalls one could fall into. One misstep could lead to some serious financial consequences down the road. In part one of this two-part episode, we’re going to talk about 6 of the bigge…
Ep 116: Mailbag: Credit Card Debt, Savings Value & More
It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisi…
Ep 115: A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you’re eligible is the best decision for your financial future? In this episode, we’re going to debunk the top ten Social…
Ep 114: Fore Your Retirement – What Golf Teaches Us About Financial Planning
Are you a golfer? Even if you’re not, the game of golf can teach us valuable lessons about retirement planning. For example, hitting a hole-in-one might be thrilling, but it won’t necessarily guarantee your overall success.
In retirement planning, a …
Ep 113: Retirement Expenses For Which You Forgot To Plan
We’re willing to bet there are some retirement expenses that you may have forgotten to plan for. In today’s episode we will discuss some areas in your financial plan that you might have initially overlooked.
Here’s some of what we’ll discuss in thi…
Ep 112: Top 10 Tax Questions For Retirees In 2023
Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down …
