For some people, its time for spring cleaning, and that often means diving into a cluttered closet and getting it cleaned out and organized. On today's show, well share what principles we can take f

Sometimes we can stand in the way of our own goals. This is no different when it comes to retirement planning. We will be discussing 5 bad habits that can dwindle down your retirement savings and how

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 has been passed. Lets see what we need to know. Check Out Our YouTube Channel: Contact: Website - 214-988-9178

Tax planning can have a massive impact on your retirement plan and can help you save money in the long term. Some of these strategies need to be carefully planned and carried out over the next several

Even if she wasnt directly talking about money, Grandma said a lot of smart things that we can apply to financial planning. Lets take some classic Grandma sayings and see how they relate to our fina

When saving for retirement, it is important to know what types of accounts you are saving in and if they are the most effective ones to help you reach your goals. On thie episode, we discuss what the

Social Security is one of the main pillars of retirement planning. However, many people do not realize how their benefit gets calculated. You need to have a plan when it comes to taking your Social Se

There are plenty of decisions that youll make in the retirement planning process that cant be undone, so you want to make sure that you make the right call. On this episode, well explain why these

One of the biggest challenges when planning for retirement is figuring out a stategy that will allow you to turn your nest egg into income. There are 2 main methods financial planners use to achieve t

Social Security is one of the most complex retirement planning topics. There are multiple ways to file, everyone will receive a different amount, and there is a lot of misinformation about this topic.