Liquidity is critical when it comes financial and retirement planning. Liquidity offers versality so you don't have to sell something to raise cash while providing wealth protection.

Jayson And Andy kickoff a series of conversations on protecting wealth through planning as retirement approaches. They'll cover minimizing taxes, estate planning and protecting income.

Jason and Andy discuss the importance of leveraging available education to stay on top of opportunities and potential pitfalls in your financial planning.

Jason and Andy discuss books that can help you gain perspective in your financial planning journey.

Whether or not you can believe it, the start of July marks the halfway point of 2022. As you head into the summer months, it's time to start thinking about conducting a mid-year financial review. Your overall financial health is mainly dependent on the income you earn and the expenses you pay. You probably receive multiple paychecks every month, but you also have bills to settle that reduce the funds you have available at any given moment. There's more to calculating your financial picture, though, because you have essential expenditures like food, insurance, transportation, utilities, and credit card payments that further erode your cash flow. Many people have no idea how much they actually spend each month and are shocked by how little money they have left for luxury items or savings. Creating a personal cash flow statement provides a clearer idea of your financial standing. It also allows you to adjust your spending and seek new income opportunities when necessary.

As we reach the midpoint of the year, Jason and Andy highlight the importance of taking a step back to evaluate your financial progress. A mid-year financial review allows you to assess your achievements, identify any shortfalls, and make necessary adjustments to ensure you stay on track with your financial goals.

Jason and Andy discuss maximizing Social Security benefits and pension income in retirement.

Jason and Andy have a discussion on using life insurance as a protected income strategy.