accounts

Ep 146: A Deep Dive Into RMDs (Part 1)

August 11, 2022

Everyone we’re working with for a retirement plan has to keep an eye on the age of 72 because that’s when the required minimum distributions begin. While we all know money has to come out of our retirement accounts, it’s not as simple to understand all the requirements and then execute that efficiently. Today we’ll provide you a deep dive into RMD starting with the accounts you own in part one.

Ep 134: Countdown to Retirement

May 12, 2022

As you count down the days to retirement there are some important things, you’ll want to cross off your to-do list. On today’s episode, we’re going to breakdown some of the things you’ll want to get done before this next chapter of life.

Ep 101: Red Flags in Your Financial Plan

September 9, 2021

Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare.