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Sep 30, 2021

Unfortunately, there are a lot of things out there that we shouldn't trust: some people's advice, scams, gas station sushi. The list goes on. So today, we are going to be discussing a few financial items that you may want to look out for and whether you can trust them. 

Don't always trust what is on paper. 

This can be...

Sep 23, 2021

Last week, on September 17th, we celebrated Constitution Day. As we reflected upon the constitution and its foundational importance to the success of our country, we began to think of the foundational importance of planning for our retirement lifestyle.

On today's episode, we will be discussing our retirement lifestyle...

Sep 16, 2021

Retirement is a crossroads in life and we must choose a path to take. With this decision comes many questions.

As the famous poem by Robert Frost details, a crossroads is a time to reflect and think over our decisions. Today, we are going to discuss three big questions that may come up when it comes to retirement and...

Sep 9, 2021

It’s easy to become overly confident with your retirement plan. You've been working on it for many years! But there are gaps in nearly every financial plan that can blindside us if we’re not careful.

On today's episode, Nancy goes in-depth on some of the common gaps she sees in planning for retirement and how we can...

Sep 2, 2021

Every year we face new challenges to our financial plan, but it seems the past year brought us more than we’re used to. The pandemic changed a lot around our country, and it’s definitely impacted the economy.

On this episode of My Smart Retirement, we want to identify some of the key challenges that are facing...