Send us a Text Message.Are you getting a tailored retirement plan or just a sales pitch? In todays episode, youll learn how to recognize whether a financial advisor is looking out for your best interests or merely trying to sell you products. Stay tuned

Send us a Text Message.When it comes to retirement planning, many people believe they've got it all figured out. "I'm averaging 7-8% on my investments," they say, for example, confident that this will carry them through their golden years. But is this con

Send us a Text Message.Creating a customized retirement plan for someone often means addressing unique challenges along the way. Whether you face a health problem, a job loss, or a roof leak, life has a way of throwing unexpected hurdles at us. In todays

Send us a Text Message.A retirement plan isnt something that you create once and put on a shelf to gather dust. You want to make sure its working to support your retirement dreams with growth and preservation. Join Tad and Toni as they explore the impor

Send us a Text Message.Crafting a written financial plan for retirement is critical, yet shockingly, only 43% of Americans have one. Just like a football coach wouldn't step onto the field without a game plan, your financial future shouldnt be left to ch

Send us a Text Message.Many people consider or plan to work part-time in retirement. Maybe youre thinking about pursuing a passion or leveraging a skill set for some additional income. While the idea of working part-time in retirement is appealing, its

Crafting the right retirement nest egg recipe for you requires a unique blend of financial ingredients. Like cooking, where each dish benefits from a thoughtful combination of flavors, retirement planning is about finding the perfect balance that suits yo

Every successful financial story begins with a clear understanding of where you want to go and how youre going to get there. Think of it like taking a road trip, where you need gas in the tank, air in the tires, and a GPS to help you stay on track. Witho

Navigating retirement planning is no easy feat, and today's middle-aged adults, typically in their 40s and 50s, find themselves in what's known as the "sandwich generation." Juggling the financial support of both elderly parents and th

In today's volatile market environment, having a solid financial strategy is essential. But despite what some financial professionals might try and tell you, this process isn't just about balancing stocks and bonds. Join us in this episode as we