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Dec 29, 2022

The New Year is approaching in a matter of days. This time of year, many of us enjoy getting our lives organized to some degree. The same can go for your financial life.

In this episode, we will be sharing 10 financial steps you should take to start 2023 off on the right track.

Here’s some of what you’ll learn in...


Dec 21, 2022

On TV we often see moments that are exaggerated versions of reality. For example, when someone dies in a show or movie there is usually a will reading with the family present. Is that reality?

In this episode, we will be diving into some of the things that are shown one way, when reality may look very...


Dec 15, 2022

We came across this article that cites 35% of millionaires saying it’s “going to take a miracle” to be ready for retirement. Why are Americans feeling less confident? Is it realistic that millionaires can’t feel surer about their retirement futures? In this episode, we will discuss why some may be feeling...


Dec 8, 2022

On today’s show, we are answering some of your questions. If you have any questions, please feel free to send us a message on our site so we can help answer you, too!

For now, listen to learn what you should do when your advisor doesn’t seem to know how to answer your questions and what to think about when you and...


Dec 1, 2022

Today we are going to be talking about Medicare Insurance. We all need coverage, and unfortunately, insurance coverage can be a mystery to most because it can become so complicated.

Let’s go over some of the basics of Medicare including some of your options, how they work, and some experiences that have been shared...