by walter | Oct 27, 2022 | Podcast
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today we’re sharing some of the most common retirement planning questions about taxes. We’ll share mistakes to avoid and how a proper plan can make a significant...
by walter | Oct 13, 2022 | Podcast
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. In this episode, we...
by Shari Rash | Oct 4, 2022 | Behavioral Finance, financial family office, Millennial Money, Retirement, Retirement Income Planning, Women and Money
Retirement Planning for Stay At Home Moms (and Dads!) It can be done and you deserve it! Subscribe to my posts via email.* * indicates required Email Address * First Name *Privacy Policy: We hate SPAM and promise to keep your email safe. one day, stay-at-home moms...
by walter | Sep 22, 2022 | Podcast
We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The...
by Shari Rash | Sep 8, 2022 | Podcast
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone. If you don’t have a...
