Finding Silver Linings In Unfortunate Financial Situations

Dec 5, 2019 | Podcast

Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.

Why You Should Plan For Retirement With A Sense Of Urgency

Sep 5, 2019 | Financial Planning, Podcast, Retirement

Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency…

These Financial Things Are Underrated

Aug 1, 2019 | Podcast

This topic is simple. Things related to your money, finances, and retirement that should get way more attention and excitement. Let’s give them the love they deserve on this episode.

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.