Reasons You SHOULD Get Life Insurance

Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don’t need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan.

By |2022-05-18T17:11:13-04:00May 19th, 2022|Podcasts|Comments Off on Reasons You SHOULD Get Life Insurance

The Most Important Birthdays In Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.

By |2022-05-04T14:04:19-04:00May 5th, 2022|Podcasts|Comments Off on The Most Important Birthdays In Retirement Planning

Run Retirement Planning: How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.

By |2022-04-21T15:06:57-04:00April 21st, 2022|Podcasts|Comments Off on Run Retirement Planning: How Baseball Principles Also Score Financial Runs

How To Recognize Your Own Voice of Greed & Fight Against It

When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it.

By |2022-04-06T17:44:40-04:00April 7th, 2022|Podcasts|Comments Off on How To Recognize Your Own Voice of Greed & Fight Against It

Planning For Things We Can’t Predict

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would surely be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.

By |2022-03-01T18:15:16-05:00March 17th, 2022|Podcasts|Comments Off on Planning For Things We Can’t Predict

What They’re Saying: What Is The Most Important Part Of Retirement Planning?

We all should realize that planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important? We’ve assembled several opinions on the topic from across the internet. Let’s see if the advice hits the mark or needs further exploration.

By |2022-03-01T18:11:53-05:00March 3rd, 2022|Podcasts|Comments Off on What They’re Saying: What Is The Most Important Part Of Retirement Planning?

How Children Become Part Of The Retirement Discussion

If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals.

By |2022-03-01T18:13:34-05:00February 17th, 2022|Podcasts|Comments Off on How Children Become Part Of The Retirement Discussion

How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.

By |2022-02-01T22:25:04-05:00February 3rd, 2022|Podcasts|Comments Off on How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

22 Money Resolutions for 2022, Part 2

You might not be able to follow through on all 22 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. We'll cover 12-22 on this episode.

By |2022-01-03T18:01:29-05:00January 20th, 2022|Podcasts|Comments Off on 22 Money Resolutions for 2022, Part 2

22 Money Resolutions for 2022, Part 1

You might not be able to follow through on all 22 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. We'll cover 1-11 on this episode.

By |2022-01-06T16:58:24-05:00January 6th, 2022|Podcasts|Comments Off on 22 Money Resolutions for 2022, Part 1
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