You’ve Lost That Financial Feeling

Nov 15, 2018 | Financial Planning, Podcast

Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial...

Settle the Debate

Nov 1, 2018 | Podcast

Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds and annuities. And we’ll try to answer why there are so many...

The Complications Of An Early Retirement

Oct 18, 2018 | Podcast, Retirement

An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications...

Retirement Planning: More Than Just Investments

Oct 12, 2018 | Podcast, Retirement

There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?

Unique Financial Planning Challenges

Oct 12, 2018 | Financial Planning, Podcast

Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions that Jude and Mike can implement.

Mailbag: Nursing Home Costs, Tax Changes, and Saving What You Have

Oct 12, 2018 | Mailbag, Podcast

We’ve got a collection of questions for our very first mailbag episode. Barry wants to know how to deal with future nursing home costs. Shayla would like to know how the recent tax code changes could affect financial planning. Finally, Steve asks if it’s...