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...
by Shari Rash | Sep 8, 2022 | Podcast
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone. If you don’t have a...
by Shari Rash | Aug 25, 2022 | Podcast
We’re all guilty of procrastination in some aspect of our lives but some things shouldn’t wait. One of those areas we need to stay on top of is our finances but it can be easy to fall behind. People have many reasons for procrastinating when it comes to putting a...
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 | Jul 28, 2022 | Podcast
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...
by walter | Jul 14, 2022 | Podcast
What’s the key to surviving a bear market, whether you are in retirement or you are preparing for retirement? A dip in the market may seem scary but it can be an opportunity for investors as well. Surviving a bear market is all about balance and avoiding emotional...
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