by sam@centrusfs.com | Oct 23, 2020 | Podcast, Retirement
People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these...
by sam@centrusfs.com | Oct 8, 2020 | Podcast, Retirement
We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and objectives of this generation? What are some of the mistakes Boomers often make and how can they be avoided?
by sam@centrusfs.com | Sep 17, 2020 | Mailbag, Podcast
This week we catch up on some emails sent into the podcast over the past few weeks. So let’s dive in and tackle some questions from folks just like you.
by sam@centrusfs.com | Sep 3, 2020 | Podcast
Just like any decision in life, making financial choices would be a lot easier with the benefit of hindsight. Let’s talk about some of the things we might hear from people who wish they’d done things differently after looking in the rear view mirror.
by sam@centrusfs.com | Aug 20, 2020 | Podcast
On part 1 of this series, we discussed what the ticking tax bomb is and the havoc it can cause. Today, we will discuss proactive strategies and examples. Important Links: 5 Tips To Avoid The Ticking Tax Time Bomb PDF
by sam@centrusfs.com | Aug 6, 2020 | Podcast, Taxes
Director of Advanced Planning at Buckingham Wealth Partners joins us for a two part series on taxes and the ticking tax time bomb that looms in the distance.
