Retirement Planning’s “Hidden” Questions
The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. On this episode, we unearth and tackle these hidden, but essential questions about retirement. […]
Best Of Year End Planning Tips
As we approach the end of the year, there’s a lot to look forward to. This is also the perfect time of year to share some year-end planning tips. Join us as we take a look at what items and opportunities you need to be paying attention to before we turn the page to 2024. […]
Best Of Mailbag Questions
We have a special edition of the show for you today! We thought it would be helpful to pull some of our favorite mailbag questions from the past and compile them into one episode. Tune in as we talk about life insurance, divorce, retirement, passing assets along to your kids, and much more. Stay tuned to see what you can learn! […]
Dissecting Dave Ramsey’s Tik Tok Advice
Dave Ramsey is well known for his no-nonsense approach to personal finance, particularly in the areas of budgeting, debt management, and wealth-building. He has gained a significant following through various media platforms, including books, radio shows, podcasts, live events, and more recently, Tik Tok. Tune in as we peel back the layers of Dave’s bite sized Tik Tok advice and share our thoughts beyond the clips. […]
AI vs a Real Advisor – Who Wins?
The article we will discuss today has a fun breakdown of someone trying to plan for retirement with the help of AI and a real advisor. The author asks them the same questions and reveals the results. Would be a fun one to recap on your show and break down the nuances of planning that a robot just can’t understand (at least not yet). […]
Building An Estate Plan With No Regrets
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point. […]