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Ep 20: Do You Need to Be Debt Free to Retire?

Ep 20: Do You Need to Be Debt Free to Retire? The Concept: Do you believe you need to be completely debt free to retire successfully? Or are you okay carrying some balances beyond your working years? There are many opinions about the best way to handle debt and...

Ep #6: What Flying Can Teach Us About Retirement

Ep #6: What Flying Can Teach Us About Retirement Planning The Concept: When was the last time you took a flight? Did you think at all about how that process related to investing? Probably not, but there are actually some pretty great parallels between retirement...

Ep #5: Even Responsible Savers Make These Mistakes

Ep #5: Even Responsible Savers Make These Mistakes The Concept: You can’t criticize people that take a proactive approach to their future by putting away savings as they earn, but you can offer up ways to improve the way that they save. Believe it or not, even...

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...