Retirement Potpourri: Fill In The Blank

Feb 10, 2022 | Podcast, Retirement

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.

Don’t Fumble Your Retirement In The Financial Red Zone

Jan 27, 2022 | Podcast, Retirement

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...

Saying Goodbye To 2021

Dec 16, 2021 | Podcast

MWe answer emails and some getting to know questions with Jude as this year winds down.

Opportunities For Retirement’s Late Bloomers

Dec 2, 2021 | Financial Planning, Podcast, Retirement

Maybe you’re close to retirement and think you don’t have nearly enough money saved. Let’s talk about some reasons that the news might not be as bad as you think.

Where Financial Advisors Drop The Ball

Nov 18, 2021 | Podcast

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things...

Tax Consequences: Pros & Cons of Various Account Types

Nov 4, 2021 | Podcast

Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.