Interest rates

Financial Planning and The Role Your House Will Play

For most people, their home will be the most valuable asset they own during their lifetime so it’s no surprise that we get a lot of questions about how a home (or homes) fits into retirement plans.

Read More

Understanding the Three Worlds of Money

A major hurdle to getting started with saving and investing is trying to figure out exactly where to begin. With so much information and so many products available, trying to narrow things down can feel a bit overwhelming.

Read More

Ep 130: Common Housing Questions from Retirees

Let’s talk about the house today! We are going to explore some common retiree questions we get about housing. Should you downsize? Should you use equity as an emergency fund? Find out on today’s show.

Read More

Ep 126: Guessing in Retirement Planning

What could go wrong if you end up guessing when planning for retirement? Today, we explore some areas in retirement planning you don’t want to guess at.

Read More

Ep 87: Playing the ‘What if?’ Financial Game

What scenarios might come up in your financial future? We talk through what you may (or may not) face and how to prepare accordingly with your financial plan.

Read More

Ep #12: Preparing for Retirement During Your Final Decade of Work

Being as prepared as possible before you reach retirement will ensure you’re able to enjoy the next chapter of your life to the fullest. To do that, you need to get your numbers in order, understand what you want out of retirement, and make sure you have healthcare covered. Let’s go through each of these items you need to take care of during your final years of work.

Read More