by walter | Mar 23, 2023 | Behavioral Finance, Finances, Podcast
Spring has officially sprung, so in the spirit of the season we are going share some financial spring-cleaning tips in today’s episode. Getting organized and eliminating clutter in your finances not only feels great but can oftentimes uncover hidden expenses that you...
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 walter | Feb 23, 2023 | Financial Planning, Podcast
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. The financial planning industry has been keeping an eye on this bill for some time so it wasn’t a surprise, but there are a few wrinkles that many weren’t expecting....
by walter | Feb 9, 2023 | Podcast
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 tax...
by walter | Jan 19, 2023 | Podcast
Today we open up the mailbag to get to a few of the questions that have come into the show and we’ll hit on a few different financial topics that might also apply to your life. From saving for college to working with multiple financial advisors to RMD withdrawals,...
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