Episodes

Thursday Sep 28, 2017
Financial Security
Thursday Sep 28, 2017
Thursday Sep 28, 2017
Hear the stories of clients who have experienced disaster in their portfolio. Find out what "financial security" could mean to you. Finally, learn why your 401(k) isn't perfect.

Thursday Sep 21, 2017
Financial Challenges For Women
Thursday Sep 21, 2017
Thursday Sep 21, 2017
This week, we discuss the unique challenges faced by women during retirement planning.

Thursday Sep 07, 2017
Pain Points of Retirement Planning
Thursday Sep 07, 2017
Thursday Sep 07, 2017
Learn how to organize and utilize your financial junk drawer. Examine the pain points in your portfolio and discover the nuances of retirement planning for couples.

Thursday Aug 24, 2017
Great American Movies And Your Retirement
Thursday Aug 24, 2017
Thursday Aug 24, 2017
This week, we're heading to the movies. Don't miss out as we take you through financial classics including 50 Shades of Gray Area and It's a Wonderful Life Expectancy.

Friday Aug 18, 2017
Uncertainty And Your Financial Future
Friday Aug 18, 2017
Friday Aug 18, 2017
There are many threats that exist to your retirement. Let's discuss how to fight the uncertainty in your financial plan. We'll also tell you what you need to know about life insurance.

Thursday Aug 10, 2017
Planning For Future Generations
Thursday Aug 10, 2017
Thursday Aug 10, 2017
Learn about 401(k) rollovers and debunk some popular retirement planning myths. We'll also examine how future generations will affect your financial plan.

Thursday Aug 03, 2017
Threats of Retirement
Thursday Aug 03, 2017
Thursday Aug 03, 2017
We'll go over some of the retirement threats you may incur.

Friday Jul 28, 2017
Keep It Simple
Friday Jul 28, 2017
Friday Jul 28, 2017
Retirement planning doesn't have to be overwhelmingly complicated. Let's simplify the process. We'll also do a little His and Hers financial planning.

Thursday Jul 20, 2017
One Size Does Not Fit All
Thursday Jul 20, 2017
Thursday Jul 20, 2017
We'll go through some of the big decisions in retirement planning. We'll also talk about how a custom plan can treat you better than any cookie-cutter retirement plan.

Thursday Jul 13, 2017
Financial Planning vs Life Planning
Thursday Jul 13, 2017
Thursday Jul 13, 2017
We'll talk about the difference between financial planning and life planning.