Ep 18: Long Term Care

Long term care can be one of the biggest expenses in retirement, but many of us fail to plan for it. A lot of people are uncomfortable with thinking about mortality and avoid planning for it altogether, while others don’t know where to start. On today’s show, we talk about the different ways you can plan for long term care and why you should get a plan for this financial aspect of retirement as soon as you can.

2022-01-06T16:39:47+00:00January 6th, 2022|Podcasts|0 Comments

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 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
Go to Top