Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.
Podcast
Flirting With Disaster
Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it.
This Is Why You Never Assume
We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today’s show.
March Madness Retirement Lessons
It’s an annual tradition! Well, except for 2020 when the tournament was cancelled. But it’s time to look at the NCAA tournament and see what kind of financial planning lessons we can learn from it.
Getting More Involved In Retirement Planning
On this episode, let’s go over some tips for how men, or women can get back in the game when it comes to involvement in the process of making financial decisions.
2021 Tax Tips Recap
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.