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  • Looking at 2023

    Looking at 2023
    2023/01/14
    The Secure Act 2.0 was just passed. How is this going to possibly affect your 2023 and even longer?
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  • Reasons to Delay Social Security

    Reasons to Delay Social Security
    2022/12/17
    When to file for Social Security is one of the most important decisions you can make for a successful retirement. We talk about the options and strategies for filing.
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  • The 5 Keys to Retirement

    The 5 Keys to Retirement
    2022/12/03
    In this episode we discuss the 5 keys to a successful retirement with planning tips and strategies.
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  • There's a First Time for Everything

    There's a First Time for Everything
    2022/11/26
    Remember your first time driving a car? Remember your first water slide? Some firsts are fantastic memories, other firsts, like retirement and legacy planning can seem daunting, but they don't have to be. We talk about financial planning firsts and how they don't have to be difficult.
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  • You Can't Cheat Retirement

    You Can't Cheat Retirement
    2022/11/19
    There's no way to have a successful retirement without careful planning. We go over the keys to successful retirement planning.
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  • The 2022 Financial Finish - How will it end?

    The 2022 Financial Finish - How will it end?
    2022/11/12
    We look at where the markets are at and the financial landscape as we near the end of the year.
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  • Year-End Tax Strategies

    Year-End Tax Strategies
    2022/11/05
    Now is the time to take a look at where you are at with your taxes, for this year and for the future. We go over some helpful year-end tax strategies.
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  • Avoiding Financial Nightmares

    Avoiding Financial Nightmares
    2022/10/29
    It's a scary time of year, especially for your finances. In this episode we talk about some possible ways to avoid financial nightmares.
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