Episode 15: The Ulimate Retirement Checklist
No one wants to spend retirement worrying about their money but there are a lot of moving part. It’s easy to underestimate, or overlook a critical iss...
Episode 14: 4 Overlooked Risks That Could Threaten Your Retirement
HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS: The “silent killer” in retirement Living in a low interest rate world What could be a BIG ...
Episode 13: 4 Steps to Be Retirement Ready
HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS: Benefits of proper portfolio diversification How to prepare for the biggest expense in Retir...
Episode 12: What You Need to Know About COVID-19 with Dr. Alicia Arbaje
What can people do to keep themselves safe What do people need to know if isolating themselves is a challenge What are some of the critical things to...
Episode 11: 4 Ways That Could Protect Your IRA and 401K in Uncertain Times
How to take advantage of the new Stimulus Bill (Cares Act) Opportunities available to save big on taxes What is involved in a properly diversified po...
Episode 10: Navigating Market Volatility
Why past retirement strategies may not work for you today The 4% rule and why it’s likely not right for you The new strategies for diversified income...