Podcast Episodes
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Covering Your Bases in Retirement
Episode 8
On this week’s show we discuss covering your bases. We will discuss the foundation of retirement planning and the things you need to know. We have st…
2 years, 5 months ago
Taxes in Retirement can Derail your Golden years, Be prepared
Season 1 Episode 7
On this week’s program we go all in on the tax conversation and how important it is to plan well. Is it it time to breakup with your current advisor?…
2 years, 5 months ago
We Play two Truths and a Lie When it Comes to Planning for Retirement.
Episode 6
On this episode we have a little fun playing Two truths and a Lie when it come to your retirement planning. Very important questions about retirement…
2 years, 6 months ago
Procrastination Can be a Retirement Planning Killer.
Episode 5
Financial procrastination can be a big problem for those trying to plan for retirement. Common investment and financial planning mistakes to stay aw…
2 years, 7 months ago
Why Some people Hesitate to meet with a Financial Advisor
Episode 4
Coming up on this week’s show, it’s your retirement, why would you hesitate to meet with a financial advisor? We will dive into the “why?” And talk a…
2 years, 7 months ago
Biggest Retirement Planning Concerns
Episode 3
Coming up on this week’s show we discuss the biggest planning concerns for retirees and pre-retirees. Retirement planning can be emotional and avoidi…
2 years, 8 months ago
Staying Financially Healthy in Retirement
Episode 2
On todays show we have tips to keep your retirement plan in the best shape possible. We will also run down things to put on your “DO” list when it co…
2 years, 8 months ago
Avoiding Common Retirement Mistakes
Season 1 Episode 1
If there’s one thing that Hollywood knows, it’s money. On this episode, Hollywood's money wisdom, financial planning lessons from movies and sitcoms,…
2 years, 9 months ago