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Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Financial
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
04/14/2021
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...
Apr 14
04/07/2021
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...
Apr 07
03/31/2021
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...
Mar 31
03/29/2021
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...
Mar 29
03/24/2021
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...
Mar 24
03/17/2021
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 ...
Mar 17
03/15/2021
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...
Mar 15
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