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Latest Episodes
The Worst Planning Decision is Indecision
In this episode, Karen, David, Bret and Joe take …
Distribution Strategies in Retirement
Bret, David, Karen and Joe dive into a discussion…
Expecting the Unexpected For Your Future
David, Karen, Bret and Joe jump in to a discussio…
Elements of a Good Retirement Plan
David, Bret, and Karen join Joe to "kick off" Feb…
All About the Stock Market - and Choosing a Financial Advisor
Bret, David, and Karen join Joe as they go over t…
SECURE Act Passed and Empowering Women in 2020
David and Karen join Joe to say farewell to 2019 …