Learn from the mistakes of others. You cant live long enough to make them all yourself. Eleanor Roosevelt Ever wish you could foresee financial missteps before they happen? In todays episode ex

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows the unasked, the overlooked. These are the questions that can h

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirem

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?

There are some people who dont care at all about leaving a financial legacy, but for those who do, its important to eliminate some of the common estate planning mistakes. In this episode, we

In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. Whether you're a pre-retiree

Dont get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known

Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happ

Celebrate the spirit of the month with our latest episode as we tackle the concept of financial independence. While the American colonists fought for freedom from British rule, we're here to discuss w

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitem