by walter | Mar 9, 2023 | Behavioral Finance, Podcast
Do you ever feel like your retirement planning goals are always moving? You’re not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we’re diving deep into the psychology of...
by Shari Rash | Sep 16, 2022 | Behavioral Finance, Financial Planning, Millennial Money, Women and Money
Seven ways understanding your Money Personality Can make your life better! Subscribe to my posts via email: Name Email Address 9 + 14 = Sign Up Understanding your money personality can make your life better. Women need to understand their money personality....
by Shari Rash | Aug 11, 2022 | Podcast
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to...
by walter | May 12, 2022 | Podcast
As you approach retirement there are some major things, you’ll want to cross off your to-do list. Not only do you need to think about your financial future, but your physical health as well. We work so hard to save for retirement we want you to be able to enjoy it. On...
by walter | Nov 11, 2021 | Podcast
We are opening up the mailbag today and answering some listener questions! Are you thinking of retiring early? Make sure you have a plan. You won’t be able to access your 401(k) or IRA until you are 59 1/2 and Medicare eligibility isn’t until 65. As you...
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