Podcast

Ep 24: Making Smart Decisions During Major Life Events

Most of us will have made a financial mistake or two in our lifetime, some small, and some big. It’s much easier to make a big mistake when major life changes occur and emotions are at a high. Let’s explore some of the things you should be thinking about to make smart financial decisions when…

Read More

Ep 23: Is There Greener Grass On The Other Side?

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Today we’re sharing some common scenarios and whether they’re legitimate reasons for leaving your advisor. We’ll share some hypothetical scenarios…

Read More

Ep 22: Warning Signs – How To Spot Problems In Your Financial Life

  Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. On this episode, we’re going to give you five different…

Read More

Ep 21: The Money Gridiron – What Football Teaches Us About Retirement Planning

At this time of year, you can find football on TV almost every night of the week. Many of our clients are cheering on the Bucs each week along with the entire city as we hope for another championship season. You might not realize it but football can teach us quite a bit about financial…

Read More

Ep 20: Going Against the Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation.

Read More

Ep 19: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Read More

Ep 18: Answering Your Financial Questions

On this episode, we’re going to tackle a number of questions that we’ve received recently. From using commission payments for retirement saving to tax planning to retirement savings allocations, we’ll hit on a wide variety of topics. Hopefully you’ll hear something that you’ve also wondered about during the show.

Read More

Ep 17: Retirement Facts – The Do’s and Don’ts While Retired

That’s why we’ve decided to compile a list of the things we’ve been talking about with clients recently and spend some time on each of them. These are some common questions, but they’re also important for retirement and ensuring that you know what you should and should not be doing with your financial plan.

Read More

Ep 16: What They’re Saying – Analyzing Advice On Surviving A Bear Market

With current market trends it’s looking likely we’ll be facing a recession. What advice should you be listening to during this time?

Read More

Ep 15: Tough Topic – Retirement and Divorce

Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications.

Read More