fbpx

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 25: What Does the SECURE Act Mean For Your Retirement?

Ep 25: What Does the SECURE Act Mean for Your Retirement? The Concept: The SECURE Act took effect at the beginning of 2020 and it brought significant changes to retirement accounts. Let’s break down the new legislation and explain what it means to your plan....

Ep 23: Lies Learned in Broker School

Ep 23: Lies Learned in Broker School The Concept: A lot of financial professionals will tell you things that just aren’t true. That doesn’t mean they do it intentionally. Many times these professionals have been given talking points, which they might even feel to be...