Podcast

Working With the Right Professionals

December 9, 2021

Working with a professional has a lot of advantages when it comes to your retirement. Are you working with someone on a strategic plan for taxes in retirement?

Having a Plan and Sticking with It

December 2, 2021

Do you have a financial plan that is ready to withstand whatever the next year may hold? We talk about sophomore slumps, real estate, and stock market volatility in today’s episode.

Realistic Expectations in Retirement

November 4, 2021

Have you set realistic expectations for the future? It’s important your financial plan supports the visions you have for retirement. We talk through several areas to consider to make sure your goals and realities align.

Are You Worried About Market Volatility?

October 28, 2021

How can you protect your financial investments from market volatility? We talk about whether you should worry about it and what wise decisions you can make now that will pay off in the long run. Honest Takes: Shark Tank’s “Mr. Wonderful” Kevin O’Leary doesn’t seem too concerned about market volatility, but is he right? Most… View Article

Consider the Taxes Before Making the Investment

October 21, 2021

When you make an investment, are you considering the long-game and tax implications in the future? On today’s show, we are discussing tax consequences you should keep in mind when investing.

Long-Term Care Investment Vehicles

October 14, 2021

What options do you have when it comes to paying for long-term care expenses? Today, we’ll discuss if you should invest in long-term care insurance or seek out other solutions.