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May 26, 2022

When planning for retirement, we hear a lot about managing risk in our portfolios. On today’s episode, we are going to approach risk in a different light. How prepared are you for the risk of needing long-term care to cope with a chronic or lifelong condition? This is the least favorite topic of many pre-retirees and...


May 19, 2022

There’s this consensus that people who obtain wealth just make a lot of money or they inherited a lot of money. But the reality is most people who have a lot of money are good savers.

A lot of wealth is built by people who just make a decent salary or even an average salary. They just live within their means....


May 12, 2022

What does a soccer game have in common with retirement planning? On today’s episode, we are going to break down the retirement playbook and what lessons we can learn from retirement’s All-Star players. We’ll break down ten critical factors you need to have in your retirement plan to score big. 

The big challenge...


May 5, 2022

We had a question come up recently that got us thinking about music and some of the greatest artists that have enjoyed huge financial success outside of their careers.

We thought that would make for a fun discussion on the podcast so that’s what we’re going to discuss today. Nancy will take you through a handful of...


Apr 28, 2022

How often do you think about retirement? People who are not approaching retirement or who are not in retirement, rarely spend a lot of time thinking about it. But at the same time, 6/10 of retirees wish they had thought about this phase of life more often. 

More and more people are visualizing retirement as a...