Episodes

Thursday Jul 18, 2019
Social Security 101
Thursday Jul 18, 2019
Thursday Jul 18, 2019
Other advisors often ignore the crucial role that social security can play in retirement planning. Let's take a look at everything you need to know about this topic.

Thursday Jul 11, 2019
Financially Fit
Thursday Jul 11, 2019
Thursday Jul 11, 2019
As you age, it's important to live and maintain a healthy lifestyle. The same can be said of your retirement life. Let's take a look at how to stay financially fit.

Thursday Jun 27, 2019
Qualities Of Money
Thursday Jun 27, 2019
Thursday Jun 27, 2019
Learn about the different personalities that money can have. Let us help you dig through your financial suitcase.

Thursday Jun 20, 2019
More Than Just Investments
Thursday Jun 20, 2019
Thursday Jun 20, 2019
There’s a lot more to retirement planning than just picking investments. Let’s discuss a few areas of retirement planning that come with some big decisions to make.

Thursday Jun 13, 2019
Navigating Your Retirement
Thursday Jun 13, 2019
Thursday Jun 13, 2019
We'll make sure your advisor is helping you navigate some key elements of retirement planning. We'll also talk about dental costs and how they could take a surprisingly large chunk out of your retirement portfolio. Finally, we'll tell you everything you need to know about taking an early retirement

Thursday Jun 06, 2019
Unique Challenges In Retirement
Thursday Jun 06, 2019
Thursday Jun 06, 2019
Join us as we discuss the unique financial challenges facing women in retirement. We'll also investigate the communication gap between men and women.

Thursday May 30, 2019
Retirement Uncertainties
Thursday May 30, 2019
Thursday May 30, 2019
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 May 23, 2019
Five Threats In Retirement
Thursday May 23, 2019
Thursday May 23, 2019
We'll go over some of the retirement threats you may incur.

Thursday May 16, 2019
Weathering The Perfect Storm In Retirement
Thursday May 16, 2019
Thursday May 16, 2019
Batten down your financial hatches. This week we're discussing the perfect storm facing you in retirement.

Thursday May 09, 2019
Making Financial Decisions
Thursday May 09, 2019
Thursday May 09, 2019
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.