Financial Mailbag: Gifting Money, Overthinking Decisions & Retirement Spending
We’re answering some listener questions today as we open the mailbag and cover a few scenarios that require some financial decision making.
End of Year Financial Planning For 2023
Join us as we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.
The Universal Truths in Retirement
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Today we’re going to tell you about the things that everyone will need to take into account when planning for their retirement.
The Domino Effect: How One Mistake Can Ruin Your Retirement Plan
Ever heard of the domino effect? Well, in retirement planning, just one misstep can topple your entire future. Today, we'll explore the key areas that need careful attention to ensure a solid retirement plan.
Understanding Your Social Security Taxation
On this all-mailbag edition of the podcast, learn how your Social Security will be taxed. We'll also explore how cash settlements and inheritances could change your retirement.
Episode #56: Real Advising Is Problem Solving
Most people think their advisors pick investments, but that's only a small part of the job. In reality, financial advising is problem solving.
Episode #50: Important Financial Terms
Jargon can get confusing. We'll explore some tricky financial terms you should know, and we'll help you to better understand them.
Episode #45: Things You Can’t Control
When planning for retirement, there are certain things you can't control. Account for those unforeseen elements by planning for what you can control.
