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Ep 36: 5 Life Events That Spark Major Financial Changes

Ep 36: 5 Life Events That Spark Major Financial Changes The Concept: Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Let’s explain why these five major events are usually a good reason for a financial...

Ep 35: Best Intentions Sometimes End in Bad Advice

Ep 35: Best Intentions Sometimes End in Bad Advice The Concept: We turn to many different people and resources to get financial advice, but how much can you depend on the information you’re getting? Today we’ll talk about four common people we go to that might have...

Ep 26: What’s Your Level of Desire to Retire?

Ep 26: What’s Your Level of Desire to Retire? The Concept: When you think about retirement, are you someone that pictures yourself working for as long as you can or do you want to hang it up as soon as financially possible? Everyone has a different level of...

Ep 12: Are You Having These Tough Financial Conversations

Ep #12: Are You Having These Tough Financial Conversations? The Concept: There are things no one wants to talk about with their advisor because it makes them feel uncomfortable or awkward, but some topics have to be addressed if you want to build a strong retirement...

Ep 11: 4 Tips for Retiring Without Regret

Ep #11: 4 Tips to Help You Retire Without Regret The Concept: No one wants to reach retirement and wonder what might have happened if they made a few small changes. Simple mistakes can lead to larger financial regrets later in life. On today’s show, we’ll explore some...