How Does Flying Relate to Retirement Planning?
You don’t need to be understand the basics behind flying but you’ll need some guidance from a...
28:56
Challenges That Millennials Face in Financial Planning
It’s easy to take shots at millennials and joke about many of the stereotypes that follow them...
20:43
Potential Financial Pitfalls for Someone Entering a Nursing Home
When facing the decision to put a loved one into a nursing home, the last thing you want to be...
16:37
Things You Should Consider When Inheriting a Home
Inheriting a home can be major life change and it bring with it a number of decisions that need...
17:18
Weaknesses in 401k Retirement Plans
One of the most popular retirement plans that people utilize is the 401(k). It’s often the...
21:43
“Financial security” might mean different things to different people, but for nearly everyone,...
21:28
The Real Definition Of “Safe Money”
Today's Objective... It seems that people have different definitions of “safe money” as it...
15:41
Famous Last Words (You Don’t Want to Say!) In Retirement
Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the...
21:52
5 Simple Retirement Questions (That Are Hard to Answer)
These five questions are quite common. They're deceptively simple, and depending on your...
21:49
Decision-making can be tough, and it's often tempting not to make any decision at all. As you...
22:01
Conventional Wisdom Isn’t Always So Wise
Wouldn’t it be great if retirement came with a simple manual we could all follow step-by-step? It...
21:36
When Is It "Safe" For You To Retire?
Do you have enough money to retire? At what age or dollar amount will you get there? How can you...
21:58
The 5 Most Common Pain Points In Your Financial Life
When it comes to financial planning, everyone has some kind of pain point. They're different for...
17:57
The 6 Things Wasting Away In Your Financial Junk Drawer
You probably have a junk drawer at home. It's filled with knick knacks like rubber bands,...
18:10
Episode #76: Watch Out For These Financial Mistakes
Join us as we outline some of the crucial financial mistakes we see our clients making. Don't...
20:06
Episode #75: Little Missed Details
The little missed details in your financial plan could be costing you. Pay attention to the fine...
19:44
Episode #74: Mark Twain's Financial Wisdom Part 02
There's a lot to be learned from the wit and wisdom of Mark Twain. Join us as we dive into part...
19:21
Episode #73: Mark Twain's Financial Wisdom Part 01
There's a lot to be learned from the wit and wisdom of Mark Twain. Join us as we discover what he...
15:17
Episode #72: You've Lost That Financial Feeling
Financial planning is more than math and logic. There are times when it's important to consider...
19:08
Episode #71: Defining Risk Tolerance
Risk tolerance is a buzzword that gets used in many financial conversations, but what is it, and...
18:35
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