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Ep 39: Making Smart Decisions During Major Life Events

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...

Ep 38: Is there Greener Grass on the Other Side?

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...

Ep 35: The Psychological Side of Retirement

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...