Category: Financial Planning

Episode 162: How to Avoid New Identity Theft Tactics

Has your identity ever been stolen? If so, you know how much of a struggle it can be to take care of it and make things right again. Today we’re sharing some stories of our clients who have been through this difficult ordeal.

January 6, 2022 No Comments

Episode 161: 15 Money Resolutions For 2022

You might not be able to follow through on all 15 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.

December 16, 2021 No Comments

Episode 160: Piggy Bank Pies and Abundance Mentality

Today we’re talking about generous giving and fearing loss. Find out how our office and clients give back to the community. We’ll also share what to do if you’re afraid of financial losses in your retirement.

December 2, 2021 No Comments

Episode 159: Taking A Deal Down To The Studs

Have you ever taken your investment portfolio down to the studs? It might be time to examine the risks of your investments and see what questions you need to get answered.

November 18, 2021 No Comments

Episode 156: Paying off a Mortgage, Emergency Funds and Surviving Spouse

We’ve had many conversations with clients about the subjects we’re talking about today – paying off your mortgage early, emergency funds and how to help a surviving spouse. You’ve probably had similar questions in your own life, so let’s dive into these important topics.

October 7, 2021 No Comments

Episode 155: The Fear of Spending Money in Retirement

There is an article going around that is saying, to have a better retirement you need to spend more money. This is something we discuss with clients once they transition from working to retirement. It helps them understand that we’ve done the planning and it’s OK to spend the money. Today, we’ll explain how you can get over the fear of spending.

September 23, 2021 No Comments
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