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Jan 20, 2022

Have you ever said something you’ve come to regret? There are a lot of statements about retirement we may make and look back on with second thoughts. Let’s take a look at some of these statements today and discuss some better ways to think about these topics. 

“I said I would get out of the market if I recovered...


Jan 6, 2022

With the new year comes fresh starts. Maybe you are thinking of changing careers or retiring early. A recent Forbes article names the rise in people quitting their jobs the “The Great Resignation.”  On today’s episode, we’ll explain this term and what it can mean for your retirement. 

4.2 million people quit...


Dec 30, 2021

Do you have your 2022 goals and resolutions ready? Even if you can’t keep up with all of these throughout the year, try revisiting them and see how you can implement them within your life and financial plan.  

Reduce Your Debt – This one is different for everyone. Whether you have student loan debt, consumer debt,...


Dec 21, 2021

Christmas is just around the corner! On today’s episode, we’ll be discussing some of the things we can do as a gift to ourselves when it comes to retirement planning and our finances. 

Don’t Overreact to the Headlines 

Headlines come in a variety of forms. Make sure you aren’t overreacting to what you hear or...


Dec 16, 2021

After paying into the system throughout your working career, many people believe that their Social Security benefits will be tax-free income in retirement. But the truth is you could end up owing quite a bit more depending on what other income you are generating.

We recently received a question from a couple that was...