Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
Longevity Planning for Retirement: 3 Ways To Rethink Old Age and Retirement
In this week’s episode, we’re delving into the fascinating world of longevity planning for retirement, as we examine a recent study conducted by MIT expert Joseph Coughlin. With longer life spans influencing the retirement landscape, we explore three pivotal questions: How do you ensure continued access to simple pleasures? Who will be your social network during retirement? And how will you address the hidden costs of maintenance in your longevity planning for retirement? Tune in to our podcast episode to explore these critical topics.
Wine Pairing Tips for Beginners & Virtual Wine Tasting Events with Lee Pancake
In this episode, Lee Pancake, General Manager at Tim’s Wine Market, shares insights on wine pairing and virtual wine tastings. He emphasizes the importance of personal preferences and matching wine intensity with dishes. To contact Lee for events or wine education, visit Tim’s Wine Market at timswine.com or Slate Wine & Spirits Academy at slatewineacademy.com.
Key Finance Decisions During Major Life Events
Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you’re experiencing the excitement of marriage or the joy of welcoming a new child or facing the challenges of divorce or the loss of a loved one, we’ll provide practical tips and guidance to help you make informed decisions and maintain financial stability.
Cyber Security With Regine Bonneau, Part 2
We are excited to be back with Regine Bonneau in this episode. Regine is the Founder and CEO of RB Advisory. Her company specializes in cyber security protection, risk management, and compliance. In the previous episode, we discussed cybersecurity threats, so today we will explore potential solutions to these problems.
Cyber Security With Regine Bonneau, Part 1
Today we welcome Regine Bonneau to the show. Regine is the Founder and CEO of RB Advisory. Her company specializes in cyber security protection, risk management, and compliance. It’s important to be informed on cyber security to protect yourself from potential risks. We will be talking to Regine about the threats she sees in cyber security and how she got started in this business.
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Are you aware that not all retirement accounts are created equal? It’s crucial to understand the purpose and advantages of each type of account to make the best choice for your future. In this episode, we’ll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and several other examples. We’ll help you weigh the pros and cons of each and give you insights into the purposes they serve so that you can make an informed decision. Join us and discover why understanding the purpose of these accounts is essential for securing a comfortable retirement.
Retirement Expenses For Which You Forgot To Plan
Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again… It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. We’ll discuss practical tips and strategies to help you plan for these expenses and ensure a secure and comfortable retirement.
What’s Your Biggest Financial Fear?
We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan.
Four Ways The SECURE Act 2.0 Might Impact You
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.
Goals For The Year: Financial, Business and Personal Goals For 2023
With every new year, many of us spend some time setting new goals, benchmarks, and desired milestones to achieve in the months ahead. On today’s show, we’ll explore some of our personal and professional goals for 2023 and explore what might be some worthwhile goals for you to add to your list.
Is There Greener Grass On The Other Side?
Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor.
The Money Gridiron: What Football Teaches Us About Retirement Planning
On this week’s episode, Jude will hand off his cohosting duties to Vikki Weaver. Vikki serves as the Director of Financial Planning at Centrus Financial Strategies. In her role, she coordinates with the team to create and maintain clients’ financial plans. We invite Kurt Alter to join us once again to discuss why you might want to hire a tax professional and the positive impact this relationship can have on your financial life.