Tax Refund Options to Improve Your Finances
Are you receiving a tax refund this year? Do you have plans for those funds? Listen to this podcast to learn some options for your tax refund that can...
Strategically Planning The Road To Your Retirement
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About
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Retirement Rumors to Ignore
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more a...
What Will You Leave Behind?
Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more a...
What if You Never Plan to Retire?
Many workers today believe that they’ll keep working until they’re seventy five or older. In this episode we talk about how to intelligently financial...
All About Annuities
Annuities can be confusing because they have many different options and uses. So today, we’re going to help simplify annuities and give you the pros a...
Spending Less in Retirement
Many people forget to consider how much they’ll be spending in retirement. In this episode we’re going to talk about your retirement spending tips and...
5 Steps to Prep for a Better Retirement in your Sixties
Today we are going to talk about some steps to improve your retirement when you are 60 or older. We will work through each of the five tips and talk a...
Rollover Precautions
Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive...
5 Traits of Successful Teams
In this episode we talk about what makes teams successful and how you can use those traits to make sure your retirement strategy is set up to succeed ...
Celebrities Legacy Planning Mistakes
Not getting around to legacy planning can have long-term ramifications. We are going to look at some celebrities who made legacy planning mistakes tha...