The stock market can be unpredictable, taking your hard-earned money on quite the thrill ride. In this episode, we explore the challenges many face when navigating the highs and lows of the market and discuss strategies to ensure a smoother ride for your

Join us as we answer some listener questions in todays episode. These episodes are a great way for you to learn from real-life financial planning questions.One listener is considering retirement at the age of 55 and wants to know if it's a bad idea

In todays episode, were going to challenge conventional wisdom surrounding retirement planning. For example, is a mortgage always considered good debt for everyone? Or is changing investments when they're not performing well the right solution?St

The question When can I retire? is one we get quite often. Rather than viewing retirement as a fixed dollar amount or an age milestone, it's a complex question that requires careful analysis. Unfortunately, many investment brokers and media persona

In todays episode, were talking about some undeniable retirement planning truths: people are living longer, involuntary retirement is becoming more common, healthcare costs are rising, and the stock market remains unpredictable. Preparing for retirement

If youre in the market for a financial advisor, its important to make sure youre working with the right team. But for those new to the world of financial planning, distinguishing the right advisor from a potentially poor fit can be challenging. In toda

Do you think its possible that we could see another financial crisis in your lifetime? When we ask prospective clients this question, most of them answer with yes. Do you know how much your portfolio would be down in the event of another 2008? If you a

Retirement planning is about problem-solving. It's not just about asset allocation; it's about identifying your current and future needs, managing expenses, addressing healthcare concerns, and crafting a legacy plan. In our conversation today, w

Diversification is a word thrown around a lot in the financial world and is often misunderstood. We find that many investors claim to be diversified, but upon closer inspection, lack true diversity in their portfolios. It's not just about stocks and

There is a lot more to retirement planning than just picking investments. From timing Social Security to assessing your retirement overall readiness, todays episode will explore some commonly misunderstood, yet critical areas in the world of financial pl