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Apr 27, 2023

Typically, the things we desire most in life are also the most challenging and demanding, but they ultimately bring us the greatest satisfaction and yield the best outcomes. Just like gardening, well-planned financial plans require time and patience to succeed. In today’s episode, we explore the parallels...


Apr 20, 2023

Recent surveys have shown that Americans are feeling more financially stressed due to inflation, economic instability, and lack of savings. People are unsure about creating a budget, where to invest their money, and how to save for retirement. Some worry that their savings won't last and that they will have to rely...


Apr 13, 2023

Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relationship with money.

From the Great Depression to the sudden COVID-19 market...


Apr 6, 2023

Today we are following up on last week’s episode to talk a little more about taxes. Filing your taxes can feel overwhelming, and when you’re near or in retirement, there are some additional factors to consider. In today’s episode, we will answer some questions we received about filing taxes in retirement and...