The past few years have been marked by incredible volatility in the stock market, which has created plenty of uncertainty for investors. Just in the past five years, weve seen the market crash during COVID, high inflation and interest rates, and bonds fa

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was r

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In todays episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key

Is 'Lazy Money' still a concern in 2024's higher interestrate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investmen

Is 'Lazy Money' still a concern in 2024's higher interestrate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investmen

Just like building a snowman in the crisp winter air, creating a structurally sound retirement strategy requires careful consideration and planning. From establishing a solid base to adding protective layers, we’re here to ensure your financial landscape

Ashley Kelsey, CBI is a Senior Business Advisor with Transworld Business Advisors of Eastern NC and has worked with all types of business owners to connect them with the right buyers when theyre ready to exit. In this two-part series, well talk in-depth

Having an exit plan for your business isn't easy and business owners struggle with this transition all the time. Today we're going to talk with someone from the business brokerage industry who helps connect buyers and sellers to find out how the p

Join us for a thoughtful episode where we unpack our 2023edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, a

This two-part series will juxtapose the individuality ofretirement plans with the foundational principles that remain consistent across the board. Join us as Desmond finishes out the top 10 with five more truths everyone needs to take into account when b