Financial

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...

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...

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 ...

Ep. 64 – How Does Inflation Affect Retirement?

There’s a lot of talk about inflation and the future of our finances right now. If you’re concerned about what this means for your retire...

Ep. 62 – Can You Retire Early?

Have you been thinking, “I’m done with work and ready to retire”? Then you’re not alone. Lots of people are in a similar situation and wa...

Ep. 60 – What Does Being Fiduciary Mean?

A lot of people say you should work with a fiduciary, but what does that mean? If you’ve ever searched for financial help online, chances...

Ep. 59 – Wine Down – Beyond Retirement and Money

Do you have big plans for your retirement? Maybe you want to travel the world? Or you might be content with a nice plot of land you can e...

Ep. 58 – Social Security – When Is The Right Time?

If you’re getting ready for retirement, one of the most important questions you’ll want answering is, “when should I take Social Se...

Ep. 56 – Asset Allocation or Strongest Assets

When working with a financial planner or advisor, it’s important that you’re aligned on how you want your money invested. There are many ...

Ep. 55 – Mary Thacker – Banking in Retirement – Know Your Options

How much do you know about your retirement banking options? Whether you use a traditional or private bank to manage your money, there are...

Ep. 54 – Annuities – Portfolio Implementation – Part 8

There are two major reasons why people use an annuity as part of their retirement portfolio. First, a fixed index annuity gives you compl...

Ep. 53 – Lexie Rodriguez – Your Mortgage in 2021

With now being a great time to take advantage of low mortgage rates, you might be looking at alternative housing or mortgage options for ...

Ep. 52 – The Retirement Planning Checklist

Do you need a retirement planning checklist? Retirement planning can be overwhelming. There are many things you need to think about, from...

Ep. 50 – Annuities – Why Ever Use Them – Part 7

Annuities can be a safe way to grow your money – but they’re not without their limitations. In our “Annuities – Why Ever Use Them” s...

Ep. 48 – How Much Do You Need to Retire

How much money do you need to have saved so you can retire? Finding out how much you need to retire is more complicated than many people ...

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