Financial

Ep. 109 – Chess Griffin – Special Needs Trust – What You Need to Know

Do you have plans to set up a special needs trust for your child or a loved one? A special needs trust is a special type of trust s...

Ep. 108 – Fees, Commissions, and Being a Fiduciary

Have you asked questions about payment to that financial advisor you’re considering hiring? When it comes to hiring a new financial advis...

Ep. 106 – What Should You Consider If Your Spouse Passes Away

You may not be going through the situation of losing a spouse, but it is always wise to stay prepared. We understand how the situat...

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...

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...

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...

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 ...

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 ...

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...

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...

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 ...

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 ...

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...

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...

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...

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