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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...

Ep 31: Breaking Down the EARN Act

A recent article from The Hill, breaks down the potential EARN Act working its way through our government right now. Sort of like a Secure Act 2.0, the EARN Act could change essential things about retirement planning. One of the biggest changes could be to RMD age...