People ask us questions about retirement all the time, but there are other questions they should be asking. We’ll talk about those un-asked questions as well as popular retirement regrets.
We’ll talk about what it means to be ready to retire as well as why some people aren’t. We’ll also explain the ins and outs of Required Minimum Distributions.
We’ll explain some of the common complaints we hear potential new clients give about their current situation. We’ll also discuss some universal retirement truths.
Almost everyone has made investment mistakes at some point. On this edition of the show, we’ll talk about how to bounce back from mistakes and avoid making them in the future. We’ll also talk about the common financial conflicts among spouses.
Noboby likes doing their chores, but it’s important to keep a clean house. On this edition of the show, we’ll show you the value of tidying up your financial life.
Game shows are a lot of fun to watch on television, but when you turn your retirement plan into one, it’s probably not a good thing. On this edition of the show, we’ll discuss the perils of planning for retirement like you’re a TV contestant. We’ll also go through some popular social security myths.
Have you ever had to clean out a cluttered closet? It’s a pain, but feels so good once it’s done. On this week’s show, we’ll use that as a comparison to see what it’s like to get decluttered from a financial perspective. And if that’s not enough, we’ll uncover some of the top money mistakes [...]
Let’s see what we can learn from the folks who are a part of the “Greatest Generation.” People from that period of our history did a fine job of embracing sound personal financial concepts, and we can learn a lot about retirement planning from their philosophies toward money. Also, is your financial “advisor” truly an adviser? [...]
The typical retirement dream involves riding off into the sunbelt, golf clubs and beach umbrella in hand. However, the reality is that the majority of retirees never leave home. Most people opt to age in place, or if they do move, they find a smaller house near their old neighborhood. Only about 7 percent of [...]