Check the background of this firm on FINRA Broker Check.

Ep 32: Going Against The Grain

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...

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...

Ep 30: How to Survive a Bear Market

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...

Ep 29: Advisor Red Flags

Many people have been DIYing their retirement plans over the past decade and have done fairly well. But with new market volatility, a lot of people are looking for an advisor to help them through this turbulent time. What red flags do you need to be aware of? And what...