Podcast Episodes
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Optimizing Social Security - September 20, 2025
Many retirees depend heavily on Social Security, aiming to help maximize their returns from this important income source. However, navigating the sys…
9 months, 2 weeks ago
Active vs. Passive - September 13, 2025
In the world of investments, two approaches often dominate the conversation: active and passive investing. It's like choosing between a sports car th…
9 months, 3 weeks ago
Protected Income - September 6, 2025
We all know it’s important to save for retirement. But how do we preserve what we’ve saved? This is a big deal to most of us, with more than 90 perce…
10 months ago
Retirement Checklist - August 30, 2025
According to a new Axios/Ipsos poll, one in five Americans believe they’ll never retire, 62 percent of people who aren't retired yet believe Social S…
10 months, 1 week ago
The Client Experience - August 23, 2025
A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before the…
10 months, 2 weeks ago
Creating a Lasting Legacy - August 16, 2025
It’s easy to make assumptions about what goes into a legacy plan, but Patrick will help make it clear for you as we dive into the basics of creating …
10 months, 3 weeks ago
Reasons to Fire Your Advisor - August 9, 2025
A good financial professional helps you reach your retirement goals. A poor one, however, can hold you back. You might say the wrong financial advice…
11 months ago
The Reality of Retirement Spending - August 2, 2025
Most retirement planning assumes your expenses will immediately drop when you stop working - maybe needing only 70-80% of your working income. But wh…
11 months, 1 week ago
Balance Your Retirement Portfolio - July 26, 2025
People already find retirement planning overwhelming—and just when they feel like they’ve finally got everything in place and their plan is on track,…
11 months, 1 week ago
Make Your Money Work For You - July 19, 2025
It’s not what you make, it’s what you keep that counts. As you start to think about your finances and retirement have you ever considered this? Some …
11 months, 2 weeks ago