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Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Financial
12/29/2021
Ep. 138 – What To Consider About Long-Term Care
Is long-term care something you’re thinking about or a conversation you’re having with your loved ones? It is important that you know all...
Dec 29
12/27/2021
Ep. 137 – Wine Down – Secure Your Retirement Podcast Memories
What were your favorite moments or highlights of the Secure Your Retirement Podcast in 2021? Whatever episode(s) you liked better, we hop...
Dec 27
12/22/2021
Ep.136 – Retirement Before Medicare
If you’re considering retiring before the Medicare age of 65, there are a few things you need to know. When thinking of early retirement,...
Dec 22
12/20/2021
Ep. 135 – How to Create an Estate Plan Without the Stress
Do you find the idea of creating an estate plan overwhelming and time-consuming? It is crucial that we make time with our spouses and hav...
Dec 20
12/15/2021
Ep. 134 – How To Have Peace Of Mind During Troubled Times
As the new Covid variant “Omicron” starts to spread like wildfire, are you protected enough? Can you manage that bad news and still maint...
Dec 15
12/13/2021
Ep. 133 – Steven Jarvis – Tax Planning for Retirement
Did you know that you might end up spending more on taxes after retirement due to a lack of proper tax preparing and planning strategy? I...
Dec 13
12/08/2021
Ep. 132 – Federal Reserve, Inflation and the Economy
Jerome Powell is known to be a proponent of printing money. And as debates on him heading the Federal Reserve come to the surface, you mi...
Dec 08
12/06/2021
Ep. 131 – Laurence Kotlikoff – Money Magic
Would you like to have sustainable living standards after your retirement? Maybe it is high time you started social security planning. Th...
Dec 06
12/01/2021
Ep. 130 – Considerations For Charitable Giving
Are you planning on setting up an effective giving strategy in your retirement plan? Whether you’re already a charitably inclined person ...
Dec 01
11/24/2021
Ep. 128 -Should I Consider an Annuity in My Financial Plan?
Have you been considering purchasing an annuity as part of your financial retirement plan? An annuity is an insurance product that you bu...
Nov 24
11/22/2021
Ep. 127 – Shellee Howard – College Ready – Without Losing Your Mind or Money
Would you like to send your child or grandchild to college at a reduced cost or for free? There are ways to get a college education and r...
Nov 22
11/17/2021
Ep. 126 – The Market Is High Should I Sell
Have you been asking yourself whether it is time to sell or buy? It is perfectly normal to be nervous about your money in the current mar...
Nov 17
11/10/2021
Ep. 124 – IRAs – Required Minimum Distributions
Do you have any strategies surrounding your Required Minimum Distributions (RMD)? Required Minimum Distributions (RMDs) references money ...
Nov 10
11/03/2021
Ep. 122 – Inflation And Your Retirement
How will the suspected slightly higher 2021 inflation going to affect your retirement plan? Inflation is the increase of prices in an eco...
Nov 03
11/01/2021
Ep. 121 – Myra Oliver – Down Home Money
If your goal is to achieve financial freedom and save for your retirement, you need to start planning for it as early as now to avoid str...
Nov 01
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