Your retirement plan is not a one-and-done solution. It is an ongoing process where you need to make key adjustments along the way. Tune in to learn how you can enhance your retirement picture through dynamic retirement planning and research-based financi

If you want to go beyond traditional investing, real estate can be a good starting point. It helps you diversify your retirement portfolio and build an added source of recurring revenue in the long run! Tune in to learn what it's like to transition from a

If you wish to have more control over what your individual retirement account (IRA) invests in, a self-directed IRA (SDIRA) is for you. Tune in to learn more about SDIRAs and how they help you diversify your retirement portfolio by using alternative inves

By having life insurance in place, you can reduce the financial distress on your loved ones during an already stressful time. Tune in to learn how you can determine the ideal life insurance policy for your family, including the length of policy, coverage,

Retirement from your current job does not necessarily mean retiring off to a rocking chair on a porch or playing golf forever. A lot of people continue to pursue their passion after retirement, which can also be a good additional income source! Tune in to

Paying off student loans is a challenge faced by many Americans, whether it’s for their own education or for their kids. If you’re one of them, then this episode is for you! Tune in to learn how you can graduate from college debt-free, so that you’re not

This Christmas, surprise your grandkids with a gift like never before. Give them a financial gift! Tune in to discover 5 financial gift ideas for Christmas (other than cash) that you can give to your kids or grandkids to pique their curiosity about financ

Use these year-end strategies to help your tax bill in 2021 and beyond! Drawing inspiration from an article by Kiplinger, Jeremy Keil highlights 7 year-end moves to help you lower your taxes during retirement.

Is transitioning to retirement as simple as flipping a switch? One day, you just stop working and enjoy the rest of your life, right? Well, not exactly… According to Barbara O'Neill, retirement is a combination of 35 different switches, each indicating a

You might know Héctor Colón as a seven-time U.S. national boxing champion. But did you know that Héctor decided to leave boxing right when he was at the top of his career? That’s when he decided to pursue servant leadership and dedicate his life to the be