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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...

Ep 24: Understanding Financial Jargon

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...