Retirement plan

Ep 88: 5 Words That Describe Retirement

What words would you use to describe retirement? Having this vision can help shape your goals and needs for your financial plan.

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Ep 77: Status of the American Pension

Do you have a pension? If so, what does that mean when it comes to planning for your retirement? Let’s talk about this traditional retirement income source and what it means for planning

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Ep 74: Getting More Involved in Retirement Planning

Are you in the know or in the dark when it comes to your financial plan? Is your spouse the one making the calls or are you doing it together? Let’s talk about the steps you can take to get more involved in your family’s finances.

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Ep 68: Retirement Statistics That Might Surprise You

Retirement planning will be different for every person, but it’s interesting to look at the averages to get a general guide on where you stand. Today we’ll share some retirement statistics that will give you a good idea of how the average American prepares for retirement and where the shortcomings might be.

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Ep 64: Finding the Right Advisor

How do you pick the right advisor? Often we get caught up in finding the right investments and making sure the portfolio is balanced. But what about finding the right person to help you facilitate that plan?

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Ep 57: Retirement Ready…or Not?

Whether you are less than a decade away from retirement or at the beginning of your career, it’s important to have a saving mindset. How can you make sure you are retirement ready?

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Ep 54: Do You Need a Trust?

Is a trust something everyone has or just the really wealthy? Do you need it as a part of your estate plan?

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Ep 44: Do You Say One Thing Then Do Another?

Are you risk-averse but then find out your portfolio is riskier than you want? Or do you say you want to retire but haven’t really prepared to do so? What other instances do you say one thing but do another?

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Ep 34: How to Avoid Getting Lost in the Financial World

Retirement planning and financial goals can be tricky to navigate. Instead of getting lost and going down the wrong path, here’s what to look out for and how to head in the right direction in the financial world.

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Ep 33: Coronavirus Update – CARES Act and Taxes

How is coronavirus impacting the market, your financial plan, and your taxes? Find out in
today’s coronavirus update.

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Ep 32: Preparing for the Stages Leading Up to Retirement

Depending on how far away you are from retirement, you may have a different thing to focus on with your retirement plan. What should you be doing right now and how has the current market volatility impacted that?

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Ep 30: What’s Your Desire To Retire?

How close are you to being ready to retire? Are your plans in place to act accordingly? Let’s talk about the different levels of desire to retire and what each means for planning.

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Ep 16: How To Have Those Awkward Financial Conversations

Your financial plan is more than just the numbers. Having these sometimes awkward conversations now could save you a lot of trouble later on and provide clarity in a tough situation.

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Ep #10: Busting the Myths When It Comes To Your Retirement Plan

Ever hear something that caused to you ask, “Is that really true?” There are common myths that float around all the time, so what myths are there when it comes to retirement planning?

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