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Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Financial
07/05/2021
Ep. 87 – Scott Oots – How to Buy a Rental Property
Have you been thinking of owning a rental home as part of your retirement plan? What is the best way to buy a rental property with a posi...
Jul 05
06/28/2021
Ep. 85 – Wine Down – 5 Common Retirement Questions
Do you have a burning retirement question that you’d like to know the answer to? In this episode Secure Your Retirement, we tackle ...
Jun 28
06/23/2021
Ep. 84 – What Is a Robo-Advisor?
Have you seen or heard about a Robo-Advisor? What is a Robo-Advisor, how does it work, and should you consider it? A Robo-Advisor is a co...
Jun 23
06/16/2021
Ep. 82 – How To Have A Successful Retirement Plan
Have you thought of how you can have a successful retirement plan? We usually talk about how to secure your retirement but how do you do ...
Jun 16
06/09/2021
Ep. 80 – Should You Invest in Cryptocurrency?
Have you been thinking about investing in cryptocurrency? Is cryptocurrency safe for your retirement plan? Before investing in anyt...
Jun 09
06/02/2021
Ep. 78 – What is an Exchange Traded Fund (ETF)?
Have you heard of the Exchange Traded Fund or an EFT? An ETF is a stock of stocks but is bought and sold like an individual stock. ...
Jun 02
05/31/2021
Ep. 77 – Wine Down – We Need Your Help
How do you like the Secure Your Retirement podcast so far? How has this podcast impacted your financial knowledge since you started liste...
May 31
05/26/2021
Ep. 76 – How Do Financial Advisors Get Paid?
Has the question of “How Do Financial Advisors Get Paid?” ever crossed your mind? This is a very important question to ask your financial...
May 26
05/24/2021
Ep. 75 – Kevin Huston – How Does Medicaid Planning Work
Have you ever heard of the term ‘Medicaid’ or ‘Medicaid Planning’? And do you qualify for it? As you start to approach age 65, you should...
May 24
05/19/2021
Ep. 74 – How to Know Your Advisor Is Not a Bernie Madoff
How do you protect your investment from possible investment fraudsters, A.K.A Bernie Madoff? We’re sure that the last thing you wan...
May 19
05/12/2021
Ep. 72 – How Does a Variable Annuity Work?
You’ve probably heard of a variable annuity but don’t know how it works or earns money, right? A variable annuity is an inves...
May 12
05/03/2021
Ep. 69 – Vix Munro – Is A Financial Coach Right For You?
When it comes to investment planning, retirement planning, and financial planning in general, how do you do it? You could do all the rese...
May 03
04/28/2021
Ep. 68 – Should You Pay Off Your Mortgage?
Paying off your mortgage is more than just a financial decision. It can be an emotional one too. Perhaps it’s one of your long-term goals...
Apr 28
04/21/2021
Ep. 66 – How To Convert an IRA to a Roth IRA
Is a Roth conversion right for you? Moving your money from a traditional IRA or 401k and into a Roth IRA can be a smart choice for your f...
Apr 21
04/19/2021
Ep. 65 – Andrew Opdyke – The Economy After The First Quarter 2021
The markets got off to a strong start this year, but is this growth set to continue? As the economy slowly starts to rise from the ashes ...
Apr 19
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