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Ep 22: Is Having ‘Cash’ Good or Bad

Ep 22: Is Having ‘Cash’ Good or Bad The Concept: Of course we all want to have a healthy bank account and feel the security of knowing we have money at our disposal. Having plenty of cash on hand can help in the event of an emergency but building up your...

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 10: Retirement Constants That Affect Everyone

Ep #10: Retirement Constants That Affect Everyone The Concept: While there are some factors that are different for everyone in retirement planning, there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these...

Ep 9: Retirement Variables That Need to Factor Into Your Plan

Ep #9: Retirement Variables That Need to Factor Into Your Plan The Concept: Retirement planning is most effective when it’s tailored to a specific individual’s needs but what factors should you pay the most attention to? We’ll discuss five retirement variables that...