Mar 16, 2023

Few things in our life stir up as much emotion as our finances do, and those feelings can be all over the board. The strongest emotion, however, is fear and it drives many of our decisions with money. 

So what’s your biggest financial fear? We ask this consistently during our initial meetings with prospective clients...

Mar 2, 2023

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. It builds on the original legislation that took effect at the beginning of 2020, but this latest bill still includes nearly 100 provisions.

We don’t have time to sort through all of those, but we do want to...

Nov 17, 2022

Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond-related issues on today’s show.

In this episode, you will learn where bonds fall on risk levels, how bonds are related to interest rates, and more. We also address how bonds are...

Nov 3, 2022

We try our best to cover common retirement planning topics, but sometimes it helps to hear directly from our audience. Today we will be answering mailbag questions from clients/listeners.

In this episode, you will learn about different portfolio risk levels, Roth IRAs, and more. If you have any questions you’d like us...

Oct 26, 2022

On this episode, we’re going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decisions.

We’ll even cover the role positive emotions like hope and joy play in the retirement planning process.

If you want to better understand and control your emotions...