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Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Financial
05/09/2022
Ep. 157 – The Retirement Bucket Strategy
Have you given thought to how you’d like to structure your retirement plan? How about a strategy that ensures you have both income and gr...
May 09
04/25/2022
Ep. 155 – Wine Down – Social Security Questions Answered
We understand that social security isn’t the most exciting topic to talk about or listen to, but some questions need answers. In this epi...
Apr 25
04/18/2022
Ep. 154 – Roderick Spann – 5 Medicare Mistakes to Avoid
Are you aware of the things you can opt-in or not when it comes to your Medicare plan? It is important that you get enrolled in Medicare ...
Apr 18
04/11/2022
Ep. 153 – Bonds Versus Bond Alternatives
Have you heard of the 60/40 portfolio? This means that 60% of your investment money goes into stocks, and 40% goes into bonds. This is fa...
Apr 11
04/04/2022
Ep. 152 – Evie Brooks – Real Estate Investing in Panama
Have you ever thought of investing in real estate outside of the US market, specifically in Panama? What if you learned that it’s a boomi...
Apr 04
03/28/2022
Ep. 151 – Wine Down – 3 Questions on Investing In 2022
What are your burning questions about your retirement planning and the market volatility of 2022? We’re experiencing a high inflation rat...
Mar 28
03/21/2022
Ep. 150 – What’s The Difference Between a Mutual Fund and an ETF?
Are you torn between investing in a mutual fund or an ETF? Both mutual funds and exchange-traded funds (ETFs) are alike in many ways but ...
Mar 21
03/07/2022
Ep. 148 – Jaime Ramirez – Protecting Against Cyber Attacks
The threat is increasingly becoming bigger where cyber security is concerned. How do you protect your money, your business, and or your c...
Mar 07
02/28/2022
Ep. 147 – Wine Down – 5 Retirement Planning Questions
Do you have retirement questions that you’d like us to answer over a glass of wine? In this episode of the Secure Your Retirement podcast...
Feb 28
02/21/2022
Ep. 146 – Risk-Adjusted Portfolio – How It Works
Have you thought of having a risk-adjusted portfolio? A good risk-adjusted portfolio protects you from a significant market risk like a s...
Feb 21
01/31/2022
Ep.143 – Wine Down – Retirement Planning Options
If you want to start securing your retirement, then it is time to be aware of the types of retirement planning options available for you....
Jan 31
01/24/2022
Ep. 142 – 2022 Tax Guide and Updates
Are you aware of the tax situation for 2022? Things have changed when it comes to tax as they do every year and 2022 is no exception. It ...
Jan 24
01/17/2022
Ep.141 – Andrew Opdyke – 2022 and the Economy
How will the economy be impacted now that 2022 is here? Covid rates are finally going down and the pandemic is slowly becoming a thing of...
Jan 17
01/10/2022
Ep. 140 – 2022 Retirement Issues to Consider
Are you wondering what you can do now at the beginning of this year to prevent you from scrambling at the end of it? Whether you’re in th...
Jan 10
01/03/2022
Ep. 139 – Dan Sheeks – A Teenager’s Guide to Achieving Financial Freedom
Are you a teenager with the goal of achieving financial and time freedom before the retirement age? Or maybe you’d like for your teenager...
Jan 03
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