Podcast

Few things in our life stir up as much emotion as our finances do, and those feelings can be all over the board. The strongest emotion, however, is fear and it

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. It builds on the original legislation that took effect at

In this episode, you will learn where bonds fall on risk levels, how bonds are related to interest rates, and more. We also address how bonds are responding to

In this episode, you will learn about different portfolio risk levels, Roth IRAs, and more. If you have any questions you’d like us to answer, feel free to

If you want to better understand and control your emotions to experience a better financial future, then this is the show for you.

People have many reasons for procrastinating when it comes to putting a retirement plan together. Some people struggle with perfectionism. Others are avoidant

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says, it’s about giving the best

There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not

Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but