IRA Limits & Emails

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.

Which Excuses Keep You From Retiring?

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...

Mailbag Show

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.

Top 5 Social Security Misunderstandings

Dec 19, 2019 | Podcast

Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security.

Finding Silver Linings In Unfortunate Financial Situations

Dec 5, 2019 | Podcast

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.

The Bucket Plan with Jason Smith, Part 2

Nov 21, 2019 | Podcast

We continue our conversation from last time with Jason Smith. Today we look at how the bucket plan would hold up in an event like the 2008 market crash and when you should think about refilling your buckets. Important Links: Forbes...