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,...
by walter | Jan 5, 2023 | Podcast
In this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly. Some of the simplest mistakes can completely spoil an otherwise well-done retirement...
by walter | Dec 21, 2022 | Podcast
With 2023 fast approaching, we have New Year’s resolutions on our minds. Many of us set financial goals each year, and this year would likely be no different if it weren’t for inflation. In this episode, we will be discussing an interesting article that polled men and...
by walter | Dec 9, 2022 | Podcast
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. In this episode, we’ll cover 5 mistakes people make in...
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...
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