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...
by walter | Jun 23, 2022 | Podcast
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...
by walter | Jun 9, 2022 | Podcast
When planning for retirement there are a lot of opinions and voices to listen to. Which side of the aisle should you follow? Many times, the “right answer” is going to depend on your own situation and plan. Some think you always need to sell the house before...
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