May 18, 2023

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget,...

May 5, 2023

Medicare can be a confusing topic, especially for those approaching retirement. As a complex government system with numerous moving parts, it's essential to understand the basics before making any decisions. In this podcast episode, we'll be breaking down the ins and outs of Medicare, so you can gain a comprehensive...

Apr 20, 2023

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. In this episode, we'll point out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as...

Apr 6, 2023

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023.

Before you...

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...