Financial

Ep. 44 – How Do IRA and 401k Rollovers Work?

How do I move money between my retirement accounts without getting taxed? This is a question we often hear from our clients. You may have...

Ep. 43 – Dave Seymour – Real Estate Investing in Retirement

Is now a good time to invest in real estate? Real estate can be a decent way to diversify your portfolio, but you should first consider w...

Ep. 41 – Wine Down – Questions and Retirement Answers

Our lives might look very different today from how they looked 12 months ago but we’ve been blown away by how quickly and successfully ev...

Ep. 38 – Annuities – Why Ever Use Them – Part 4

How does a fixed index annuity grow my money risk-free? As you approach retirement, you might become increasingly risk-averse with your m...

Ep. 37 – Andrew Opdyke – The Economic Outlook For 2021

What’s in store for the U.S. economy in 2021? The economy is still recovering after COVID-19’s drastic impact, but with a new president a...

Ep. 36 – 2021 Retirement Checklist – What You Need to Know

What are your financial goals for 2021? As you approach retirement, there can be many moving parts to your finances. From mortgages and 4...

Ep. 34 – Annuities – Why Ever Use Them – Part 3

Could a fixed index annuity help to boost your retirement assets? A lot of people are put off annuities because they’re more complicated ...

Ep. 32 – The Stretch IRA – It’s Dead. Now What?

The stretch IRA is dead. But what does that mean for you, your IRA, and your beneficiaries? When the Secure Act was introduced in January...

Ep. 30 – Annuities – Why Ever Use Them – Part 2

Are you thinking of putting money into an annuity for your retirement? You may have a lot of questions about how annuities work and the o...

Ep. 29 – Denise Appleby – Secure Act – Cares Act and Retirement

Do you ever feel that retirement plan rules are changing too fast? It can be hard to keep up with the changes to IRAs, 401ks, and RMDs – ...

Ep. 28 – Roth Conversion – When and How

Is a Roth IRA right for you? Many people want to know whether they should put their money into a traditional IRA or a Roth IRA, and which...

Ep. 27 – Mark Hulbert – What it Means to Be a Contrarian

What is a contrarian way of thinking, and how can it change your approach to investing? While it’s easy to get caught up in the mai...

Ep. 26 – Annuities – Why Ever Use Them

Should an annuity be part of your retirement plan? If you want to make the most of your later years, investing in the right income stream...

Ep. 25 – Wine Down – Roundtable Discussion on Retirement

We’re reviewing our recent podcast topics of mortgages, investments, and more, with some special guests and a glass of wine in this episo...

Ep. 22 – Looking at The Whole Picture in Retirement

Does your retirement plan look at “The Whole Picture”? If you’re hoping to make big financial changes in your retirement (or as you appro...

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