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Feb 4, 2025

In this episode, Sean dives deep into the crucial decision of when to start taking Social Security benefits. Should you claim at 62 or wait until 67? Sean breaks down the long-term dollar differences and explores how delaying your claim could impact your financial strategy. He also discusses the challenge of...


Jan 22, 2025

In this episode, we take a deep dive into the world of annuities and uncover the truth behind the flashy promises often made by radio hosts, TV personalities, and seminar speakers. While many people are lured by gimmicks and bold claims, the reality is that what most individuals truly want is financial protection...


Jan 7, 2025

Welcome back! After a brief hiatus, we're thrilled to be podcasting again and excited for what 2025 has in store. In this first episode of the year, Sean shares the company's renewed focus on excellence in customer service, outlining the goals and strategies designed to better serve our clients. We’re committed...


May 25, 2023

In this episode, Nancy shares some of the things she has learned throughout her 30 years of working in the field of retirement planning. As she heads into retirement herself, she reflects on her experiences with clients throughout the years and shares her major tips and takeaways for your retirement journey.

 

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May 18, 2023

Today, we're diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it's important to have a plan that reflects your unique needs. In this episode,...