by walter | Nov 22, 2022 | Podcast
You need to make smart decisions during major life events, and we are here to help guide you. Whether it’s a job change or divorce, we recommend taking three months to work everything out. Most people like to think that they always make decisions based on logic...
by walter | Nov 10, 2022 | Podcast
Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. We are all human and everyone makes mistakes, but should a mistake cost an...
by walter | Oct 27, 2022 | Podcast
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today we’re sharing some of the most common retirement planning questions about taxes. We’ll share mistakes to avoid and how a proper plan can make a significant...
by walter | Oct 13, 2022 | Podcast
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. In this episode, we...
by walter | Sep 22, 2022 | Podcast
We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The...
.
