How Does Flying Relate to Retirement Planning?

By |2019-09-19T13:48:34+00:00September 19th, 2019|Podcast|

You don’t need to be understand the basics behind flying but you’ll need some guidance from a professional to grasp the finer points and nuances to the actual process. Believe it or not, there are a number of parallels between flying and retirement planning and that’s what we plan to tackle on this episode.

Challenges That Millennials Face in Financial Planning

By |2019-08-23T13:32:22+00:00September 5th, 2019|Podcast|

It’s easy to take shots at millennials and joke about many of the stereotypes that follow them around, but that’s not always fair. That younger generation faces many new challenges that weren’t around 15-20 years ago, and it makes it difficult to start saving and planning for retirement. We’ll address those issues in this episode.

Potential Financial Pitfalls for Someone Entering a Nursing Home

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

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.

Things You Should Consider When Inheriting a Home

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

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.

Weaknesses in 401K Retirement Plans

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

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.

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

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

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.

5 Simple Retirement Questions (That Are Hard to Answer)

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

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.

To Fish Or Cut Bait?

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

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. 

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