investing

Retirement Planning Is Harder Than It Used To Be

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about…

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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…

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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…

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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…

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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.

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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.

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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?

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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.

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Ep 12: Secret to Retirement Success – Get Out of Your Own Way

We usually talk about the things that people need to do to have financial success, but often times retirement is more about what you didn’t do. Let’s face it, we’re all human and mistakes are part of life, but we have to be aware of where the pitfalls often are.

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