Potential Financial Pitfalls for Someone Entering a Nursing Home

When facing the decision to put a loved one into a nursing home, the last thing you want to be concerned about is their safety and security. That’s true of financial and physical health. There are some financial pitfalls that you need to know about so you can protect your family.

By | 2019-08-08T19:08:14+00:00 August 15th, 2019|Podcast|0 Comments

Things You Should Consider When Inheriting a Home

Inheriting a home can be major life change and it bring with it a number of decisions that need to be made. Depending on who else was included in the inheritance, you’ll have to figure out what you want to do with it. Every decision brings a different set of pros and cons so understanding those will help you determine what option is best.

By | 2019-07-26T19:49:08+00:00 August 1st, 2019|Podcast|0 Comments

Weaknesses in 401K Retirement Plans

One of the most popular retirement plans that people utilize is the 401(k). It’s often the easiest place to start when you begin saving for your future and a many times a employer will offer the option as part of a compensation package. The 401(k) definitely serves its purpose but there are some weaknesses that might make you look to other investment opportunities.

By | 2019-07-17T18:59:25+00:00 July 18th, 2019|Podcast|0 Comments

Famous Last Words (You Don’t Want to Say!) In Retirement

Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either… Dan talks through some common financial phrases that certainly aren’t words to live by.

By | 2019-06-06T01:12:13+00:00 June 6th, 2019|Podcast|0 Comments

5 Simple Retirement Questions (That Are Hard to Answer)

These five questions are quite common. They're deceptively simple, and depending on your situation, they can be quite complex to answer. Beyond a simple “yes” or “no” answer, let’s hear what Dan has to say about these important retirement questions.

By | 2019-05-14T21:03:03+00:00 May 16th, 2019|Podcast|0 Comments

To Fish Or Cut Bait?

Decision-making can be tough, and it's often tempting not to make any decision at all. As you research a decision, you're often hit with a barrage of information, and if you're not careful, you can find yourself stuck. However, there comes a time when we all need to fish or cut bait as the saying goes. Discover the importance of decisiveness and the dangers of  analysis paralysis. 

By | 2019-05-02T10:02:01+00:00 May 2nd, 2019|Podcast|0 Comments

Conventional Wisdom Isn’t Always So Wise

Wouldn’t it be great if retirement came with a simple manual we could all follow step-by-step? It would sure make things easier. Unfortunately, there’s no such universal manual and to make matters worse, most of the conventional wisdom about the financial world also tends to lead people astray when they follow the advice blindly.

By | 2019-05-02T10:02:40+00:00 April 18th, 2019|Podcast|0 Comments