In this episode, well explain DCA and reverse dollar cost averaging, which many people might not know about. That is the process of systematically taking money out of your portfolio and using it to p

Were willing to bet there are some retirement expenses that you may have forgotten to plan for. But dont worry, were here to help you see the things you might initially overlook. On this epi

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-ter

Are we in a recession or are we headed into one? Those are the questions on a lot of minds these days. On todays show were going to make sure a recession doesnt ruin your finances or retirement pla

Do you understand the basics of income planning? Its important that you know this topic well and understand how it fits into your overall retirement plan. Why is income planning so important for reti

Market volatility became the norm in 2022. Are we in for more of the same in 2023? On todays show, well talk about the market outlook for the next 12 months. Well also share tips on how you can bes

We work with a lot of business owners, and a common question we get is about creating an exit plan for when they want to retire or sell their business. This type of financial planning often gets overl

As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today were focusing on some of the most common retirement planning questions about taxes. Well talk

Just like the lights on your dashboard can indicate if something is wrong with your car, like low tire pressure or leaking oil, there are indicators in your financial life that might point out that yo

Bonds have been a pretty hot topic this year. And, oftentimes, people misunderstand how they work and what role they play in a proper financial plan. On todays show, were addressing some of the misi