Category: Financial Planning

Episode 174: Mid-Year Financial Review Checklist

It’s mid-July, so let’s do a mid-year checkup on your finances. We’ll share why you need to be proactive with your tax planning and how that can payoff in the long run.

July 14, 2022 No Comments

Episode 172: Target-Date Funds and Leasing vs. Buying A Car

Is your 401k invested using target-date funds? If so, you could be getting hit harder during these tough economic times. We’ll explain why. We’re also talking cars this episode and our thoughts on leasing vs. buying a new or used car.

June 2, 2022 No Comments

Episode 171: Retirement Statistics – How Do You Measure Up?

A recent study found that the average American needs to save $1.04 million for a comfortable retirement. That’s one of the many fascinating statistics shared in the study. Join us as we share more of the findings and talk about how most retirees stack up.

May 19, 2022 No Comments

Episode 166: How to Prepare Financially for a Child

We had a great conversation with the daughter-in-law of one of our clients. She and her husband recently had a child and she wanted to think about additional planning as far as investments. Here’s how we helped her prioritize her finances.

March 10, 2022 No Comments

Episode 165: How to Prepare Financially for Divorce

On today’s episode, we’re answering questions we’ve gotten from clients, podcast listeners and others about all things finance. Find out how to prepare financially for an impending divorce and more.

February 17, 2022 No Comments
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