How do you figure out the required minimum distributions (RMD) on your retirement accounts? What are the taxes? Can you reduce or eliminate the taxes? In this episode, J Barry Watts and Eric Burlison

Estate planning can be complicated and may involve some uncomfortable conversations with family members and loved ones, albeit necessary. You want to be sure that your estate is going to the right peo

Historically, many Americans have planned to rely on Social Security to get them through retirement. But what happens if Social Security isn’t enough to help you secure the retirement you want and kno

Not managing your sequence of returns risk properly could damage your retirement. In this episode, J Barry Watts helps you understand how to protect yourself and your retirement from this type of inve

Do you know which fees you pay on your investment account? How much are they? And if you don’t know, shouldn’t you? How can you find out what these fees are and where they come from? In this episode,

We know that risk is always involved in investing—in fact, we know that past performance cannot guarantee future results.  However, there are tools and strategies that exist that can help you protect

Every single person is unique, and with that, comes a unique level of risk tolerance within their portfolio.  In this episode, J Barry Watts and Eric Burlison discuss risk and volatility as it pertain

When it comes to retirement, there are a lot of questions that you should be asking yourself to prepare. However, there is one very important question that people don’t always take the time to think about.  In this episode,

When it comes to planning for long-term care, your health is just as important as your wealth in helping you qualify. In this episode, Barry Watts discusses new ways to pay for long-term care, and the importance of planning for long-term care before it...

Have you ever been in the situation where you are meeting with someone about your finances and you just can’t seem to answer their questions?  This problem happens more frequently than you might think, and we are here to help you never be in that situa...