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 4: Tax Planning

Every year we are required to file our taxes, but many people overlook tax planning for the future. Joe and Mike talk to us today about the importance of having a tax-efficient plan and some strategies they use in their practice.

2021-05-06T13:58:40+00:00May 6th, 2021|Podcasts|0 Comments

Ep 3: Investment Planning

Investments make up a large part of our financial lives. It's common to hear the media talk about the status of the S&P 500 and we also might hear out close friends and family talk about how they are invested in the stock market. It's important that you have a well thought out plan for your investments and Joe will discuss what steps you can take to get there.

2021-04-22T13:33:47+00:00April 22nd, 2021|Podcasts|0 Comments
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