Private Equity in Your 401k? Read the Fine Print First
What if your 401k suddenly included high-risk investments you [...]
Taxes & Tax Surprises | Roth and replacing paychecks & Estate planning isn’t just for the wealthy
On this week's episode: Think taxes are done once [...]
Estate Planning Isn’t Just for Billionaires
Think estate planning is only for the ultra-wealthy? Think [...]
Marriage, Money, and the Power of Flexibility
What do long marriages and retirement plans have in [...]
Best Of: From NFL Fields to Financial Fundamentals
What happens when the structure of working life disappears [...]
Why Your Next Chapter Starts After the 9-to-5
What if retirement isn’t the finish line, but the [...]
Ep 23: When Guessing At Retirement’s Most Important Questions Goes Wrong
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess.
Ep 22: Retirement Potpourri: Fill In The Blank
Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
Ep 21: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement
Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.
Ep 20: Don’t Fumble Your Retirement In The Financial Red Zone
In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.
