The goal of this podcast is to educate and inform and anytime we can address a specific topic for listeners we’re all about it. One of the easiest ways for us to do that is by taking the questions you send us and bringing them onto the show to answer. Th.

It’s never been easier to get information but that’s not always a good thing. With so many sources to filter out, you’re bound to find financial information that’s misleading, only a half-truth, or completely inaccurate altogether. Today we’re going to b.

A new year means a fresh start so we’re closing out 2019 by taking out the financial trash that we no longer need in our portfolio. We’ll also bust a few Social Security myths and call out the latest financial propaganda along the way. Full Show Notes ...

As we get closer to the end of the year, it’s time to talk required minimum distributions or RMDs. It’s not something everyone is thinking about but if you’re 70 ½, the time to start pulling money out of your retirement accounts has arrived. Let’s talk a.

Everyone has different goals in retirement including what we plan to do with our assets when we are no longer around. You might decide to spend everything, but many people want to leave behind a financial legacy for family, friends, or charity.If that’s..

Part of building a retirement plan is deciding on the amount of risk you want to take on. Some people can tolerate large swings in the market while others just want slow, steady growth. Neither approach is right or wrong but it also depends on what phase.

Retirement planning is all about controlling what you can and preparing for what is out of your control. Today we’ll discuss the variables that differ from person to person and then run through the constants that each of us will have to deal with in reti.

The top priority for everyone once they’ve retired is to manage their money in a way that allows them to stay retired. Don’t make a mistake that could hurt your portfolio and put your retirement at risk. We’ll give you some advice today that will keep yo.

As you get closer to retirement, hopefully you’ll look back on all the savings you generated throughout your career. It’s a great feeling but you want to make sure you maximize your money. That’s why we want to run through some common mistakes savers mak.

It’s okay to be selfish with your money when it comes to retirement planning. You’ve worked hard to earn and save so you need to have an advisor that puts your interests first. Let’s discuss the ways you might be able to tell when your advisor isn’t righ.