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Aug 11, 2022

One of the toughest things many people face in life is divorce, and it can weigh heavily on your financial health on top of all the emotional stress you experience. We understand how difficult this process can be but want you to know that there are people that will help you make it through it.


While everyone’s...

Aug 4, 2022

On today’s episode, we’re going to explore the 4 phases in life, each being 8,000 days or 22 years: the honeymoon phase, the big decision phase, navigating longevity phase, and the solo journey phase. While they can be interchangeable each plays a special part in our lives and we have very similar phases in...

Ep 364: Understanding Tax Allocations

Jul 28, 2022

Are you worried about taxes, particularly in retirement? Preparing for the tax bill now can save you a lot more in the future. On today’s episode, we are going to explore some common questions we get regarding taxes and break down some advice for saving on taxes.

What accounts are taxable?

Taxable income will come...

Jul 21, 2022

Let’s put retirement planning and preparation under the microscope. On today’s episode, we’re going to do a retirement planning pop quiz. Follow along and test your retirement planning skills and knowledge!

At what age should you start saving for retirement?

A. When you begin working

B. After you buy your first...

Jul 14, 2022

Today, we’re opening up the mailbag and answering some retirement questions we get from our listeners and clients.

George says he has all of his retirement savings in one IRA. Should he move some of that money elsewhere to be diversified?

Since we don’t know how close George is to retirement and what his risk...