Ep 14: Are You Ready To Retire?

A lot of people are unsure if they are actually able to retire. Some worry about leaving a career that they love, while others are concerned if they have enough money to last a lifetime. We discuss reasons why you may feel hesitant to retire and how putting a solid plan together can solve these concerns.

2021-10-26T20:34:14+00:00October 26th, 2021|Podcasts|0 Comments

Ep 9: Uncommon Sense

At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.

2021-08-04T14:07:54+00:00July 15th, 2021|Podcasts|0 Comments

Ep 7: How to Find Right Advisor

You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some common misconceptions on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.

2021-06-17T13:34:24+00:00June 17th, 2021|Podcasts|0 Comments

Ep 6: Legacy And Estate Planning

When we talk about comprehensive financial planning, many people tend to focus on the investments and retirement income they should expect. But legacy and estate planning are easy to overlook when putting your plan together. Joe and Mike discuss the elements that make up this type of planning and why you should continually make sure these documents are up to date.

2021-06-03T13:47:28+00:00June 3rd, 2021|Podcasts|0 Comments

Ep 5: Health Care Planning

It's no secret that the cost of healthcare only continues to rise each year, but we need to be proactive and plan for these costs. That's why we decided to dedicate an entire episode to explain the common healthcare costs in retirement and why it's crucial to update your important documents like a will, or beneficiary designations.

2021-05-20T13:42:39+00:00May 20th, 2021|Podcasts|0 Comments
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