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 | 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...
by walter | May 26, 2022 | Podcast
Math doesn’t lie, but can these retirement numbers be misleading? Women have less saved than men, while disturbing this isn’t necessarily surprising. Experts are estimating you need $1.04 million to retire comfortably. Assigning a dollar amount goal for retirement is...
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...
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