Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
Out Of Tune Retirement
Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan.
Mind The Gap
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.
Not Your Father’s Retirement
If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.
The Things That Don’t Matter… Until They Do
Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t.
5 Things You Must Know About Decumulation
So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, howto guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.
Financial Planning In Today’s Environment
The United States has taken on a lot of debt and this number has only skyrocketed since the Coronavirus pandemic. There was a lot of spending to keep the economy afloat, but this makes the tax conversation more important than ever. Jude talks to us about some of the proposals that might become a reality in the future and share how he has been able to help some of his clients with taxes.
Do Retirees Need Life Insurance?
Ironically, life insurance is a young man’s game. The perception among many people is that your need for life insurance dramatically decreases and perhaps becomes completely unnecessary as you age. Is that really the case? On this episode, let’s explore some ins and outs of life insurance and its various uses.
Are You Flirtin’ With Disaster?
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it…
The Family Letter
“The Family Letter” author Debi Ronca joins the show this week to talk about her book and her job as a life coach.
The Status Of The American Pension Plan
Are pension plans truly disappearing across the country? Let’s take a look at the status of pension plans in America and how changes in that space impact you when planning for retirement.
How Women Can Make Sure They’re Involved In Financial Decisions
A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions whether married, divorced or single.
Retirement Planning For Business Owners
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.