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Ways That We Sabotage Our Retirement

By |2022-10-27T13:25:06+00:00December 5, 2019|Podcast|

There are so many parts of your financial life that are out of your control, so why would you sabotage your retirement by failing to handle the things that are within your control? Many people do this but you don’t need to be one of them. Let’s discuss some ways people sabotage their own financial health.

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Top 5 Misunderstandings About Social Security

By |2022-10-27T13:25:06+00:00November 22, 2019|Podcast|

Are you ready to start taking Social Security benefits? Do you feel knowledgeable on what strategies to put in place to make the most of it or are you falling for some of these common misconceptions when it comes to Social Security?

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Are You Having Awkward Financial Conversations?

By |2022-10-27T13:25:06+00:00November 7, 2019|Podcast|

Financial planning is more than just spreadsheets and dollar signs. It includes a lot of tough decisions and emotions that need to be communicated to your loved ones and advisor. Are you avoiding these awkward conversations when it comes to your finances?

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What Will the Next Market Crash Look Like?

By |2022-10-27T13:25:07+00:00October 18, 2019|Podcast|

We know another downturn in the market is inevitable, but how long will it be until the next ‘crash’ happens? Will it hit us as hard as 2008? We’ll ask J’Neanne to give us her thoughts on the subject and what we can do as investors to prepare ourselves for that day.

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Preparing for Retirement During Your Final Decade of Work

By |2022-10-27T13:25:07+00:00October 3, 2019|Podcast|

Whether you’ve been working on your retirement plan for years or just beginning to get around to it, your focus needs to increase as you approach the end of your working career. That final decade before retirement gives you the chance to get everything in order so you aren’t left scrambling. Today we’ll run through a list of items that you need to be paying attention to.

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Busting the Biggest Financial Myths – Part 2

By |2022-10-27T13:25:07+00:00September 19, 2019|Podcast|

In this series, we’ll look at some of the most widely believed financial myths and try to bust them wide open. There are many people that base their decisions on these myths and that’s scary. We want to make sure you aren’t making any mistakes based on misinformation.

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Busting the Biggest Financial Myths – Part 1

By |2022-10-27T13:25:07+00:00September 5, 2019|Podcast|

In this series, we’ll look at some of the most widely believed financial myths and try to bust them wide open. There are many people that base their decisions on these myths and that’s scary. We want to make sure you aren’t making any mistakes based on misinformation.

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Scenarios That Create Urgency in Your Financial Plan

By |2022-10-27T13:25:08+00:00August 15, 2019|Podcast|

Even if we stay on top of our retirement planning, there are life events that shake up everything we’ve done or force us to rethink our path. In this episode, we identify some of those events that create a sense of urgency within us and discuss how to be best prepared if they happen to you.

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What Does Financial Security Mean to You?

By |2022-10-27T13:25:08+00:00August 1, 2019|Podcast|

Nearly all of us have the same end game in mind, which is to make it to retirement and enjoy our lives in whatever way we choose. But how much we need in retirement varies from person to person. We all have our own definition of financial security, and today we’ll talk about some of those meanings.

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