5 Things You Must Know About Decumulation

Jul 15, 2021 | Podcast

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, howto guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after...

Financial Planning In Today’s Environment

Jun 10, 2021 | Financial Planning, Podcast, Taxes

The United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep the economy afloat, but this makes the tax conversation more important than ever. Jude talks to us about some of the...

Do Retirees Need Life Insurance?

May 27, 2021 | Financial Planning, Podcast

Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and...

Are You Flirtin’ With Disaster?

May 6, 2021 | Financial Planning, Podcast

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it…

The Family Letter

Apr 22, 2021 | Podcast

“The Family Letter” author Debi Ronca joins the show this week to talk about her book and her job as a life coach. The Family Letter: https://debironca.com/product/the-family-letter/

The Status Of The American Pension Plan

Apr 8, 2021 | Podcast, Retirement

Are pension plans truly disappearing across the country? Let’s take a look at the status of pension plans in America and how changes in that space impact you when planning for retirement.