Episodes

  • Preparing for Retirement Together

    Preparing for Retirement Together
    Aug 11 2021
    Looking toward retirement should be a time of optimism and excitement for couples. But in reality, there are numerous traps and obstacles standing between couples and a fulfilling retirement. Yet, with some honest conversations and comprehensive strategizing, couples can view their impending retirement with confidence.
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    Less than 1 minute
  • How to Get Over Your Retirement Fears

    How to Get Over Your Retirement Fears
    Aug 18 2021
    During this episode, we’re going to look at some of the common financial fears that people nearing retirement often experience and how they can be overcome.
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    Less than 1 minute
  • Are you ready for inflation?

    Are you ready for inflation?
    Sep 1 2021
    During this episode, we’re going to discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.
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    Less than 1 minute
  • Understanding 401(k)s

    Understanding 401(k)s
    Sep 15 2021
    During this episode, we’re going to really break down 401(k) so that listeners can gain a deeper understanding of their importance.
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    Less than 1 minute
  • What to do if you want to retire right now

    What to do if you want to retire right now
    Sep 29 2021
    During this episode, we’ll look at the steps people who are very close to retirement may want to take to ensure their financial strategies are as solid as possible, so they leap into retirement with optimism and confidence.
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    Less than 1 minute
  • Questions to ask when choosing a financial services professional

    Questions to ask when choosing a financial services professional
    Oct 13 2021
    During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with.
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    Less than 1 minute
  • Eye-popping financial stats

    Eye-popping financial stats
    Oct 20 2021
    During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.
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    Less than 1 minute
  • Debunking Retirement Myths

    Debunking Retirement Myths
    Oct 27 2021
    During this episode, we’re going to examine some of the common myths about retirement and why knowing the difference between myth and reality is important for your financial strategy. To add a little fun, I’ll also share some of my favorite historical myths.
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    Less than 1 minute