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The Roth Guy

Apr 4, 2019 | Podcast, Retirement

We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.

Financial Overhaul

Mar 21, 2019 | Podcast

The guys share their thoughts on when a few tweaks to your retirement plan might not be enough and maybe a complete overhaul is needed.

Little Missed Details

Mar 7, 2019 | Podcast

Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.

Episode #10: Risk Tolerance

Jan 17, 2019 | Podcast, Retirement

Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great...