No one likes to think about the bad things that can happen in the future, but the truth is they do, and they need to be planned for. Mindy and Nolan cover some of these potential events, and offer some strategies which can be used so that your money can provide for the situation at hand.

Tax planning is more important than ever in retirement, especially with rates set to go up at the start of 2026. Mindy and Nolan take a look at what you can do now to pay at lower rates so you can save when rates go up for later retirement years.

People may not think of life insurance as a retirement planning tool, but if used the right way, it can fit into someone's situation. Mindy and Nolan discuss some of the strategies life insurance can be used for retirement, and also for legacy planning.

First, Mindy and Nolan discuss whether we may or may not have a recession in 2024, then they look at how small business owners can plan for their own retirement, whether it may be by selling their business or passing it on to a family member or an employee.

How people think about money can be beneficial, especially to a financial advisor trying to steer them in the right direction for retirement. Today Mindy and Nolan discuss the growing field of behavioral finance and how it affects the way people plan for retirement.

Mindy and Nolan discuss legacy planning and how it addresses the way any individual wants to leave behind things when they pass as well as who to leave it to, and whether a will, trust or other strategy can be used for a particular situation.

Retirement planning can be like a puzzle - you need to put the right pieces in the right places. In this episode, Mindy and Nolan discuss the various pieces needed for a proper retirement plan, such as when to withdraw from which accounts, when to take Social Security, doing things to allow for tax efficiency, etc.

There are four factors going into retirement that are not entirely certain at the time. They include how long one might live, health care costs, stock market performance and taxes. Today Mindy and Nolan look at these areas and talk about how they help construct plans for their clients that can address each of these areas as best as possible.