by walter | Oct 14, 2021 | Podcast
There are benefits to different types of retirement accounts and when you will pay taxes on those accounts. Whether you should invest in tax-deferred accounts will depend a lot on your income level and personal circumstances. On today’s episode, we are going to...
by walter | Sep 23, 2021 | Podcast
A successful retirement plan for couples starts with communication and collaboration. Couples often avoid discussions about their finances and retirement plans, but this can lead to future financial issues. It is important to have conversations about your long term...
by walter | Sep 9, 2021 | Podcast
Financial planning always has to account for possible gaps in someone’s retirement. Sometimes financial gaps can be uncomfortable to speak about like having to plan for long term care. Or perhaps you are thinking of retiring early but you may not be eligible to...
by walter | Aug 26, 2021 | Podcast
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need....
by walter | Aug 12, 2021 | Podcast
There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world....
by walter | Jul 22, 2021 | Podcast
So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after...
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