Jul 21, 2022

We are opening up the mailbag on today’s show to answer some questions from our clients and our listeners. We’ll explore inheritances, meeting new advisors, and much more.

• Wendy just inherited a farm along with her six siblings. Four want to sell and three of them want to keep it. Should they buy out the four or...

Jul 7, 2022

There are a lot of financial debates and questions out there. Should you always pay off the house as soon as you can or take the mortgage payment into retirement? Some of us assume you don’t need life insurance once you’re in retirement, but is this true?

To every question, there’s an emotional and logical...

Jun 16, 2022

In some ways, retirement planning is easier than it used to be and in other ways, it’s a lot more complicated. The one thing we can all agree on though is that retirement ain’t what it used to be. Pensions are very rare now, with most people relying on Social Security as their main retirement income bucket. People...

Jun 1, 2022

What red flags do you need to be aware of when it comes to working with an advisor? There are a lot of professionals out there, with different names and designations. So, it’s important to work with a qualified and experienced professional you are comfortable with.

On today’s episode, we’ll break down some common...

Apr 21, 2022

When saving for retirement there are various tools and vehicles you can invest your money in. Some come with a tax bill now while others will come later. With tax-deferred accounts like a 401(k) or IRA, you pay your taxes later and save now.  

In contrast, with a Roth IRA, you don’t have to worry about tax brackets...