Feb 20, 2020 | Podcast, Retirement
Of course, we all want a healthy bank account. Having a good amount of dollars within easy grasp is helpful in the case of emergencies or for medium-sized purchases where you don’t want to have to liquidate assets. But is it counterproductive to have too much cash on...
Feb 6, 2020 | Mailbag, Podcast
We discuss the limit increases to 401ks and IRA as well as answer questions from listeners here in the Orlando and Bradenton area.
Jan 14, 2020 | Podcast, Retirement
Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I...
Jan 2, 2020 | Mailbag, Podcast
On today’s episode, we answer some of our listeners questions that have come in from the month of December.
