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 | Jan 13, 2022 | Podcast
We are all going to get to retirement eventually, but our journeys may look very different getting there. There are a lot of risks women face when it comes to saving for retirement. In a male-dominated field like the financial industry, it can feel like their risks...
by walter | Sep 23, 2021 | Podcast
A successful retirement plan for couples starts with communication and collaboration. Couples often avoid discussions about their finances and retirement plans, but this can lead to future financial issues. It is important to have conversations about your long term...
by walter | Sep 9, 2021 | Podcast
Financial planning always has to account for possible gaps in someone’s retirement. Sometimes financial gaps can be uncomfortable to speak about like having to plan for long term care. Or perhaps you are thinking of retiring early but you may not be eligible to...