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...
by walter | Feb 24, 2022 | Podcast
Today we are exploring what financial experts are claiming to be the most important part of retirement planning and whether Shari agrees or disagrees. A lot of people view retirement as a destination, but have you thought about what you’ll do with your time once you...
by walter | Dec 9, 2021 | Podcast
As we approach the end of the year it’s a great time to think about resolutions. Over the next two shows, we will be going over 22 money resolutions for 2022. Let’s have a great financial year! On today’s episode, we will discuss reducing debt, retirement accounts,...
by walter | Oct 14, 2021 | Podcast
There are benefits to different types of retirement accounts and when you will pay taxes on those accounts. Whether you should invest in tax-deferred accounts will depend a lot on your income level and personal circumstances. On today’s episode, we are going to...
by walter | May 27, 2021 | Podcast
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA, or a Roth. Let’s discuss how to determine which one is best for you....
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