The Sandwich Generation. You may have never heard of it, but we bet you know someone who has experienced it. The Sandwich Generation is defined by the...
Investment Answers Podcast, Episode 5: Part-Time Retirement
When you envisioned your retirement did you imagine that you would be working? There’s a good chance you never realized that you, too, may have a Part...
Investment Answers Episode 4: Roth IRA vs Traditional IRA
IRAs are an incredibly valuable tool used for retirement planning but they can be confusing. Travis and Kelly help you avoid the many rabbit holes of ...
Investment Answers Podcast, Episode 3: Happy Birthday Roth IRA
In Episode 3, Travis and Kelly celebrate the 20th birthday of the Roth IRA. Looking briefly into the history of the Roth IRA helps to reveal a lot abo...
Investment Answers Episode 2: The Talk
“Recently, I had to have The Talk with one of my long time clients and her kids.” None of our mentors warned us when we first entered the financial s...
Investment Answers Podcast, Episode 1
Welcome to the Investment Answers Podcast. Your hosts are Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representativ...