To ring in the new year, we thought it would be fun to share some great books we've read that have shaped our lives and our thinking. We'll chat about our reading habits and share some recommendations

There's been a lot of buzz around Social Security lately. Today, we're diving deep into the recent changes outlined in the Vision 2025 document. With Social Security's solvency a topic of concern, we'

In this special holiday episode, we're taking a break from our usual financial discussions to share some festive cheer. Tune in as we chat about the holiday season, sharing some of our favorite tradit

For many of us, retirement is a monumental moment we've been contemplating for years. We think about the age we'll retire, the plans we'll make, and the life we'll lead post-retirement. So, have you e

Interestingly, a lot of people that meet with us in our office are surprised that we ask for their tax returns. In today's episode, we're going to discuss why it's uncommon for advisors to request cli

Artificial intelligence is a revolutionary tool that is reshaping our world. You've probably heard about ChatGPT and its widespread use for various tasks like information retrieval, content creation,

Bonds have been a cornerstone of financial planning for years, but how well do you really understand them? In today's episode, we're diving deep into the world of bonds to explain how they fit into yo

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care.

In this episode, we tackle the common complaints and fears about financial situations during retirement. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer ins

As homeowners, we all know that paying down our mortgage decreases both debt and stress. But have you ever wondered if there's a better way to secure your financial future? Is being debt-free the ulti