retirement

Ep 51: The Incomplete Financial Plan

  Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they’ve missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete….

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Ep 50: What Impact Will a Recession Have on Your Portfolio

  Are we in a recession or are we headed into one? Those are the questions on a lot of minds these days. On today’s show we’re going to make sure a recession doesn’t ruin your finances or retirement plans. We’ll also share how returns can change before and after a recession. As always, we’ll…

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Ep 49: Back To Basics – Understanding Income Planning

  Do you understand the basics of income planning? It’s important that you know this topic well and understand how it fits into your overall retirement plan. Why is income planning so important for retirement? We’ll share the 10 states where $1 million in retirement savings will run out the fastest, which will show you…

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Ep 48: Market Volatility & Investing Mistakes

  Market volatility became the norm in 2022. Are we in for more of the same in 2023? On today’s show, we’ll talk about the market outlook for the next 12 months. We’ll also share tips on how you can best prepare for potential future volatility. No matter how you handle volatility, your financial advisor…

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Ep 47: 7 Steps for Planning to Sell a Business

We work with a lot of business owners, and a common question we get is about creating an exit plan for when they want to retire or sell their business. This type of financial planning often gets overlooked, but it is so crucial to get right. There’s not a lot of planning in the financial…

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Ep 46: Most Common Retirement Planning Questions About Taxes

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today we’re focusing on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in your tax savings. We’ll also…

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Ep 45: Warning Signs: How To Spot Problems In Your Financial Life

Just like the lights on your dashboard can indicate if something is wrong with your car, like low tire pressure or leaking oil, there are indicators in your financial life that might point out that you have a problem that needs to be addressed. On today’s show, we’ll explain why your net worth, your view…

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Ep 44: How Bonds Work: What Retirees Need To Know

Bonds have been a pretty hot topic this year. And, oftentimes, people misunderstand how they work and what role they play in a proper financial plan. On today’s show, we’re addressing some of the misinformation and explaining why this has not been a good year for bonds. A lot of people consider bonds to be…

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Ep 43: Headline News and Financial Reality

Today we’re checking out some headline news. Are the negative news stories as bad as they seem? And how should you react when you read news that could impact your finances? We’ll give you insight into what is portrayed in the media and what is reality. It’s so hard to get unplugged in 2022. You…

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Ep 42: Where is the Bottom of the Market?

When the markets take a tumble, people often wonder, where is the bottom? We’ve gotten this question from clients quite a few times lately, so we wanted to address it on today’s show. Mathematically speaking, we can tell people pretty close where the bottom of the market is for their mix of assets. There are…

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