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Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Financial
09/06/2021
Ep. 105 – Paul Moore – Secrets of The Super Wealthy
Have you considered real estate as one of the ways to build wealth as part of your retirement plan? Real estate can be a huge return on i...
Sep 06
09/01/2021
Ep. 104 – 4 Costly Misconceptions About Retirement Planning
What misconceptions do you hold about retirement planning? To have an active retirement plan, you need to have the right financial adviso...
Sep 01
08/30/2021
Ep. 103 – Wine Down – Power of Attorney – 401Ks – Social Security
Do you have a question relating to retirement planning that you’d like answered in a fun way? In this episode on the Secure Your Retireme...
Aug 30
08/18/2021
Ep. 100 – Avoid 4 Retirement Investment and Planning Rip-Offs
What are some of the rip-offs you should keep an eye for when choosing an advisor to manage your retirement plan? When looking for ...
Aug 18
08/16/2021
Ep. 99 – Julie Herres – Potential Tax Changes Coming
Potential tax changes are coming, and it is important you understand what is proposed and how it might affect you. It is advisable ...
Aug 16
08/11/2021
Ep. 98 -Secure Your Retirement – Introducing Our New Book
We have a new book available – Secure Your Retirement book! Why did we write a book and what is it about? This book is a reso...
Aug 11
08/09/2021
Ep. 97 – Social Security Strategies
What questions do you have about social security? It is important to keep in mind that professionals at social security are instructed no...
Aug 09
08/04/2021
Ep. 96 – What Happens to My Money if Something Happens to My Advisor?
Have you ever asked yourself what would happen to your money if something happened to your advisor? This is a common and very legitimate ...
Aug 04
07/28/2021
Ep. 94 -Tax Strategies for Non-IRA Brokerage Accounts
How does tax affect your non-IRA brokerage accounts? What if we told you that there’s a clean and better way for you to get tax deferral ...
Jul 28
07/26/2021
Ep 93 – Wine Down – Taxes, Roth Conversion, Market Correction and Inflation
The pandemic has significantly slowed down and things are changing. What questions relating to your retirement planning do you have? In t...
Jul 26
07/21/2021
Ep. 92 – What Is the Process to Move from One Advisor to Another?
Now that you have decided to change your advisor, how then do you move to the next one? Moving from one advisor to another is a simple pa...
Jul 21
07/19/2021
Ep. 91 – Andrew Opdyke -The Economy – 2nd Quarter Update 2021
The 1st quarter of the year saw tremendous economic growth, but will the 2nd quarter continue the trend? The economy has broadened in the...
Jul 19
07/14/2021
Ep. 90 – How Do I Break Up with My Current Advisor?
Do you want to break up with your advisor, but you have no idea how to approach it? Breaking up with your advisor is not unusual, and the...
Jul 14
07/12/2021
Ep. 89 – Renee Hillman – Buying and Selling Real Estate in a Hot Market
Do you have a plan to buy or sell a property in a hot market? Understandably, that you may want to invest in real estate in a hot market ...
Jul 12
07/07/2021
Ep. 88 – Having A Team Approach in Retirement
What should you have on your retirement planning team? We believe that your retirement planning should be a team environment to give you ...
Jul 07
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