This Is Why You Never Assume
We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today’s show. […]
Tag: retirement
The Pathfinder Process
We spend a lot of time on the podcasts covering general financial topics, but we have not explained the Pathfinder Process that Barbara and Phil use everyday in their practice. They’ll discuss the three stages of their process, the various topics they will ask about, and the importance of educating their clients. […]
Tax Tips for 2021
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions. […]
Mailbag: When Is The Best Time To Get Back Into The Market?
On this week’s podcast, Barbara and Phil answer some mailbag questions that have come into the show. They discuss when is the best time to get back into the stock market, using life insurance as retirement income, and much more. […]
Things Nobody Says
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why. […]
End of Year Planning Tasks
Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021. […]
The Customer Isn’t Always Right
In the retail world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right. […]
Following The Financial Commandments
On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. […]
Is The Illinois Fair Tax Really Fair?
Illinois voters will soon be deciding on an issue impacting the state’s financial future as well as their own bank accounts. This fair tax proposal has been a hot topic of conversation across the state but also with our clients. Today we’ll break down the proposal to help you better understand exactly what this means for you. […]
Here Are Some Easy Ways To Ruin Your Retirement
Everyone has read blogs, watched shows, and listened to people talk about all the key ways to improve or succeed in retirement. But what about how you can mess it all up? Let’s tackle five easy ways to ruin your retirement (then just do the opposite of these things and you’ll be fine). […]