A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be.   Today's Key Point

Just because you can’t plainly see all of the expenses you’ll incur during the retirement planning process, that doesn’t mean they aren’t there. We’ll share some of the hidden expenses you might uncov

When looking for a financial advisor, beware of signs that they are more interested in giving you sales pitches than helping plan your financial future. We’ll share things to watch out for when select

In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.   What we discuss in

Creating a customized retirement plan for any individual can mean addressing some unique challenges. We’ll share some scenarios, discuss the challenges presented and share what solutions we recommend.

What are your thoughts on tax refunds, mortgages, macaroni and cheese and Star Wars? Let’s have some fun today and talk about whether these things are overrated, underrated or properly rated.   Read m

If you want a successful retirement, we’re sharing some of the foundational building blocks you need to have in place. For example, is your income plan ready to go?   What we discuss in this episode: 

Today we’re sharing some crucial financial questions. How do you know how much income you’ll need in retirement? Are you taking too much risk on in your investments? We’ll answer these questions and m

As a financial professional, there are things that Mark wishes everyone knew and understood about the financial industry. Today he’s going to share some of the tricks that sometimes get played and how

Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is in the other areas of your life. Let’s talk about some instances where you might be faced w