Category: Podcast

Episode 148: How to Handle an Unplanned Retirement

We’ve had a couple clients recently who decided to retire earlier than planned. We’ll explain how we helped them, even with very little time to prepare, and how you could handle a similar situation.

June 3, 2021 No Comments

Episode 147: Tough Questions About Family Finances

We’re tackling some tough questions about family finances today. Should you kick your sister out of your deceased mother’s home? What retirement challenges could you face as the parent of a young child? Should you buy your dream home?

May 20, 2021 No Comments

Episode 144: Leaving 401k to My Child

Should I leave my 401k to my child? We get this question a lot so let’s dive into the pros and cons of leaving your children money and what strategies you can use to make sure it benefits everyone.

April 1, 2021 No Comments
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