Sep 28, 2023 | Financial Planning, Podcast, Retirement
Retirement is a unique journey for each of us. The thought that there’s a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the...
Sep 7, 2023 | Financial Planning, Podcast
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary...
Aug 24, 2023 | Financial Planning, Podcast
In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We’ll discuss the telltale signs that it’s time to consider a switch, the questions to ask your current advisor, and what to look for in a new...
Aug 14, 2023 | Financial Planning, Podcast
We are excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA, for part two of our conversation. In this episode, Merrell discusses the importance of an umbrella policy for asset protection, proper account titling, and the four ways assets...
Jul 20, 2023 | Financial Planning, Podcast
Today we are thrilled to be joined by Merrell Bailey, a seasoned estate attorney, CPA, and MBA, who sheds light on the importance of estate planning and asset protection for everyone, not just the wealthy. In part one of this two-part series, she highlights the...
Jun 29, 2023 | Financial Planning, Industry Insights, Podcast, Retirement
In this week’s episode, we’re taking a look at a recent study conducted by an expert at MIT that focuses on longevity planning. Our discussion will revolve around the evolving landscape of retirement planning, influenced by longer life spans, and highlight...
