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|Comments Off on Ep 9: Uncommon Sense

Ep 8: Non-Correlated Income

Sometimes it’s important to really breakdown a financial buzzword. Non-Correlated Income qualifies as a worthy concept to explore and something that every retiree and pre-retiree should understand.

2021-07-01T13:45:49+00:00July 1st, 2021|Podcasts|Comments Off on Ep 8: Non-Correlated Income

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|Comments Off on Ep 6: Legacy And Estate Planning

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|Comments Off on Ep 5: Health Care Planning

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|Comments Off on Ep 4: Tax Planning

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|Comments Off on Ep 3: Investment Planning

Ep 2: Income Planning

One of the biggest concerns from retirees and pre-retirees is running out of money. You have saved and put money away during the course of your working career, but now it's time to take money out and many people worry that what they have isn't enough. This issue can be addressed by putting together an income plan. Today, Joe and Mike share their 5 step process with us and what to expect when you sit down with them.

2021-04-15T17:08:48+00:00April 15th, 2021|Podcasts|Comments Off on Ep 2: Income Planning
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