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Episode 3: Patricia has 70% of her retirement in a 403(b) and in a 457(b)
In this episode, Patricia shares that 70% of her retirement savings are invested in a 403(b) and a 457(b) plan. We discuss the advantages and potenti…
1 year, 6 months ago
Episode 2: Linda asks for the best way to find a fee-only financial planner.
In this episode, Linda seeks advice on how to find a trustworthy fee-only financial planner. We explore what sets fee-only advisors apart from other …
1 year, 6 months ago
Episode 1: Mary believes her net worth is sufficient for retirement.
In this episode, we dive into Mary's journey toward retirement and explore her belief that her net worth is sufficient to sustain her golden years. W…
1 year, 6 months ago