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Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Financial
01/23/2023
Ep. 194 – Secure Act 2.0 – How Your Retirement Plan is Affected
Are you curious about how your retirement plan is affected by the Secure Act 2.0? The Secure Act 2.0 was just passed at the end of the ca...
Jan 23
01/16/2023
Ep. 193 – Navigating The Decision to Retire Now or Work Longer
Are you torn between retiring now or continuing to work? Working longer or retiring now isn’t just about money; there are many elements y...
Jan 16
01/09/2023
Ep. 192 – 10 Tax Tips for The Beginning 2023
Do you want to keep your tax planning smooth as you set goals for this year? As you think about getting ready for the tax season and sett...
Jan 09
01/02/2023
Ep. 191 – Retirement Planning Considerations to Begin in 2023
Welcome to our very first episode of the year! Regardless of what the stock market will look like in 2023, you should consider some thing...
Jan 02
12/26/2022
Ep. 190 – Looking Back – Taxes – Retirement Planning – Annuities
We’ve come to the end of the year! It was a fun-filled year with quite an unpredictable market, but we made it. In this episode of the Se...
Dec 26
- 1min
12/19/2022
Ep. 189 – MAGI Versus AGI – What is the Difference?
Do you know the difference between Adjusted Gross Income and Modified Adjusted Gross Income? Are you aware of how they affect your tax br...
Dec 19
12/12/2022
Ep. 188 – Andrew Opedyke – The Economic Update For 2022
Looking for an Update for what’s been happening during 2022 and what’s going to happen in 2023? How about inflation and reces...
Dec 12
12/05/2022
Ep. 187 – Fixed Annuities – Best Rates in Over a Decade
Looking for a positive during this current negative high-interest rate market? How about looking into fixed index annuities? We’re experi...
Dec 05
11/28/2022
Ep. 186 – Structured Notes – Frequently Asked Questions
Have you heard about structured notes, and what questions do you have about them? Structured notes are issued by a bank to perform in eit...
Nov 28
11/21/2022
Ep. 185 – Steven Jarvis, CPA – 2022 End-of-Year Tax Strategies
What should you be thinking about or doing with your tax planning as we approach the end of the year? Planning your taxes ahead of April ...
Nov 21
11/14/2022
Ep. 184 – Tax Planning Should Be a Part of Your Retirement Plan
Who wants to pay taxes? It’s impossible to avoid paying taxes altogether; what we can do is be more efficient with them. Tax planning is ...
Nov 14
11/07/2022
Ep. 183 – Having a Fun Fund in Retirement
Have you ever thought about incorporating a fun fund into your retirement spending plan? How realistic is it to do the fun things you wan...
Nov 07
10/31/2022
Ep. 182 – 3 Questions to Ask Yourself About Retirement
What questions should you be asking yourself when planning and thinking about retirement? When it comes to planning for your retirement, ...
Oct 31
10/24/2022
Ep. 181 – How to Invest in a Volatile Market in Retirement
What do you do in an extended market downside as opposed to a short one? How do you invest in a downturn market? The closer we are to ret...
Oct 24
10/17/2022
Ep. 180 – Federal Reserve and Inflation
What exactly is causing the current inflation, and how does it affect your retirement? The supply chain issues we experienced during the ...
Oct 17
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