Dec 1, 2023

In today's episode, we're taking a close look at high-net-worth individuals - those who have accumulated significant wealth and face unique challenges and opportunities when planning for retirement. Unlike the average person, their financial considerations go beyond the basics. We'll explore the distinct strategies and...

Nov 1, 2023

It’s that time of the year again! Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding...

Oct 1, 2023

As we age, the topic of long-term care and retirement planning becomes increasingly important. However, trying to work through the different options can often feel overwhelming and daunting. That's why we've brought in senior living expert John Bryant on our latest podcast episode to share his wealth of knowledge on...

Sep 1, 2023

Today we are excited to dive into the intricate world of estate planning with seasoned estate planning attorney, Bill Cooper. With over two decades of experience in the field, Bill brings a wealth of knowledge and expertise to the table. Join us as we explore the critical elements of estate planning that go...

Aug 1, 2023

In this episode, we’re diving into the essential components of retirement income planning. Mark and Todd break down the five major areas of retirement expenses, including housing, healthcare, food and groceries, transportation, and paying off any remaining debts. They also touch on nice-to-haves, such as travel,...