Dec 16, 2021

Where can advisors drop the ball? While they may not mean to, sometimes advisors can overlook areas in our financial plan. On today's episode, we'll discuss 5 areas advisors may drop the ball and how you can make sure your plan is properly taken care of.

If your advisor is not reviewing your tax returns you may want to...

Dec 2, 2021

When you do a jigsaw puzzle with your family you probably start off with a strategy. You are going to look at the big picture, organize your pieces, and decide where to start. Approaching our retirement plan, in the same way, can be helpful. What is the big picture of the puzzle? What is the big picture in your...

Nov 18, 2021

We don't hear unreasonable requests very often, but it's still important to manage expectations. On today's episode, we will be discussing 4 requests either we have heard or other advisors have heard that are a bit too unreasonable to expect. We will be discussing risk, reducing fees, taxes, and the importance of...

Nov 4, 2021

Have some questions about retirement? Let’s open up the mailbag and answer some of these questions. On today’s show, we will be going over 6 financial topics our listeners are curious about. 

Can you use a home equity line as an emergency fund? Long-term care coverage premiums are going up, should you keep...

Oct 21, 2021

Sometimes we can get overconfident in our financial planning. This type of overconfidence can create blind spots in our financial plan. On today’s episode, we are going to cover 5 areas people tend to become overconfident in when it comes to the financial world, so you can stay level-headed.

We’ll talk about the...