by walter | May 12, 2022 | Podcast
As you approach retirement there are some major things, you’ll want to cross off your to-do list. Not only do you need to think about your financial future, but your physical health as well. We work so hard to save for retirement we want you to be able to enjoy it. On...
by walter | Apr 21, 2022 | Podcast
How many of your financial habits may be a bit unhealthy? We all know some of the basics of health – losing weight, eating healthier, and exercising. But how can we spot some similar unhealthy habits in the financial world? Empty calories in the financial...
by walter | Apr 7, 2022 | Podcast
When it comes to the financial industry, there can be a lot of different terms and definitions that may confuse you. On today’s episode, we’re going to explore some of these definitions and explain their relevance to you when planning for retirement. A fiduciary is...
by walter | Mar 24, 2022 | Podcast
We are opening up the mailbag today to answer some of your questions. Mary has $1.4 million saved, how much can she spend yearly without running out? Rule of thumb says 4% a year, but a more detailed analysis of your plan can give you a more exact number and strategy....
by walter | Mar 10, 2022 | Podcast
There are some things in life you can guess at. However, when it comes to retirement planning there are some things you really shouldn’t guess at. Most of us not working with an advisor may rely on guessing as a planning strategy. But what could go wrong if we do so?...
by walter | Feb 24, 2022 | Podcast
Today we are exploring what financial experts are claiming to be the most important part of retirement planning and whether Shari agrees or disagrees. A lot of people view retirement as a destination, but have you thought about what you’ll do with your time once you...
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