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Ep 54: Five Outdated Financial Strategies

The Concept: Just like technologies change and become outdated, so do some retirement planning strategies.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 45: Avoid These Classic Pre-Retiree Mistakes

The Concept: We see it all the time. People approach retirement and make these classic mistakes, costing them time and money. Find out how to avoid these common blunders and set yourself up for financial success. [spp-player...

Ep #3 – 3rd & 4th Quarter Financial Planning Checklist

Ep #3 – 3rd & 4th Quarter Financial Planning Checklist The Concept: As the year begins to wind down, it becomes a great time to run through a financial checklist to make sure your investments all are on track. These six items will help you decrease your...

Ep #2 – 5 Financial Myths That Need to Be Busted

Ep #2 – 5 Financial Myths That Need to Be Busted The Concept: When it comes to retirement planning, there are some widely believed financials myths that you’ve likely heard. Today we’ll look at some of those and try to bust them wide open. The scary thing is...