In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoi

Join us as we dive into the commentary surrounding the series of 2023 bank collapses that have shaken the financial world. Notable institutions such as Silicon Valley Bank, Credit Suisse, and First Re

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them f

Medicare can be a confusing topic, especially for those approaching retirement. As a complex government system with numerous moving parts, it's essential to understand the basics before making any dec

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. In this episode, we'll point out

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be o

Few things in our life stir up as much emotion as our finances do, and those feelings can be all over the board. The strongest emotion, however, is fear and it drives many of our decisions with money.

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. It builds on the original legislation that took effect at the beginning of 2020, but this latest b

Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. Well address some of those bond-related issues on todays show. In this episode, you will learn

We try our best to cover common retirement planning topics, but sometimes it helps to hear directly from our audience. Today we will be answering mailbag questions from clients/listeners. In this epis