Is There Greener Grass On The Other Side?

Nov 17, 2022 | Podcast

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...

Top 9 Financial Debates, Part 1

Jun 16, 2022 | Podcast

We are kicking off a two part series discussing some of the major debates for pre retirees and retirees. Tune in for part 1 of this conversation.

From The Peanut Gallery: Can I Retire At 55?

Jun 2, 2022 | Financial Planning, Podcast

A recent Yahoo! Finance article explored the idea of retiring early at the age of 55 to see if it was feasible. We’ll break down some of the issues facing folks who want to retire early on this episode, but for some additional fun let’s look at the comment section to...

Reasons You SHOULD Get Life Insurance

May 5, 2022 | Podcast, Retirement

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why...

The Retirement Diet: Fixing Unhealthy Financial Habits

Apr 21, 2022 | Podcast, Retirement

We all know some of the basic secrets of eating healthier to lose weight, limit disease, and live longer. Avoid empty calories, try to limit your added sugar, and lower those pesky trans fats are just some examples. But how can we spot similar unhealthy habits in the...