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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!

2022-03-17T14:29:56+00:00March 17th, 2022|Podcasts|Comments Off on Ep 22: Retirement Potpourri: Fill In The Blank

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
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