The Concept: It’s a topic no one likes to think about. Would you be OK financially if your spouse passed away? Find out how to prepare financially for a worst-case scenario like this and what common mistakes people make. [spp-player...
Ep 15: Finding the Silver Lining in 4 Challenging Financial Situations The Concept: Not everything goes as planned when it comes to your financial life, but how will you respond to difficult situations? We’ll look at some negative circumstances that many retirees and...
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...