This episode focuses on the constants and variables of retirement, providing insights on market volatility, income planning, and lifestyle analysis.Toni shares a relatable analogy, comparing income planning to cutting a juicy steak on a slippery plate. Wi

Weve got a mailbag edition of the show for you today! From time to time, we like to answer listener questions here on the podcast. This time, Eric in Hoover asks whether he should start selling off some of his high-performing investments in his IRA to av

Procrastination is a natural human tendency, especially when faced with tasks that feel overwhelming. Thats why many people find themselves procrastinating when it comes to creating a retirement plan. While some fear that they are in a worse financial si

Have you ever heard of the Rule of 100? This rule suggests that you should subtract your age from 100 to determine the percentage of your portfolio that should be in stocks. What about the 75% Rule, which claims that you will only need 75% of your pre-ret

In today's episode, we're talking about the significant wealth transfer happening as baby boomers prepare to pass on their accumulated wealth. With so many people leaving behind substantial legacies, it's important to understand how to manage and optimize

Retirement is a huge milestone, often filled with both excitement and apprehension. It's a time filled with questions and logistical challenges. When can I retire? How much do I need to have saved? How much can I spend? There are tons of moving parts to t

Send us a Text Message.The financial planning world is full of common rules of thumb and assumptions youve probably heard of. For example, have you ever been told that you'll be in a lower tax bracket in retirement? Or that life insurance becomes unneces

Send us a Text Message.Neither Freedom Financial Group nor AEWM are affiliated with Bryant Driggers or One Brother. One Sister. ONE Mission.In todays episode, Tad and Toni reconnect with an old friend, Byrant Breyer Driggers. Breyer has a story that ma

Send us a Text Message.Neither Freedom Financial Group nor AEWM are affiliated with Carolyn Potter or The WellHouse. We love to feature local charities that we work here on the podcast. So, in todays episode, we're honored to welcome a very special

Send us a Text Message.In this episode, Tad and Toni share a few important questions you need to ask yourself as you prepare for retirement. They discuss common misconceptions about downsizing your home, the realities of retirement expenses, and the impor