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Your Team
Financial Advisors
Events
Podcast
Books
Blog
Weekly Updates
Contact
Schedule Call
Lifestyle
02/13/2023
Ep. 197 – 10 Reasons Everyone Needs a Power of Attorney in Retirement
What if something happened to you and you needed somebody else to make decisions in your place? Do you have a durable power of attorney i...
Feb 13
02/06/2023
Ep. 196 – Clifton Corbin – Teaching Kids About Money & Retirement
Don’t we all wish we gained financial literacy at a young age? Maybe then, we wouldn’t have made so many money mistakes as young adults. ...
Feb 06
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
09/05/2022
Ep. 174 – Dr. Doug – Hormone Optimization Therapy
Have you given thought to the possibility of having the hormonal replacement therapy conversation? As we age, hormones will inevitably de...
Sep 05
08/15/2022
Ep. 171 – Jen Smith – Frugal Is Not a Bad Word
How in control are you of your spending? Have you ever considered living a frugal lifestyle? Frugality is about being conscious about you...
Aug 15
08/01/2022
Ep. 169 – Ellen Leonard – Dealing with Stress in Retirement
Are you noticing that you’re dealing with more stress now that you’re retired or close to retirement? Stress is in itself not inherently ...
Aug 01
07/25/2022
Ep 168 – Where Is My Episode?
Over the last couple of years, we’ve covered many topics on investing and retirement planning. We have a whole library of information on ...
Jul 25
07/18/2022
Ep. 167 – Andy Murphy – Securing Yourself Online and at Home
How do you keep your home and online space secure? Are you proactive in the steps you take to avoid fixing any damage? It’s importa...
Jul 18
07/11/2022
Ep. 166 – Dr. Doug Lucas – How to Reverse Osteoporosis
If you have Osteoporosis or are exposed to its dangers, maybe it’s time you consider a comprehensive treatment approach. Osteoporosis is ...
Jul 11
03/14/2022
Ep. 149 – Marcia Miller – Alternatives for Assisted Living
When it comes to assisted care living, there are other alternatives much better and more affordable than the big facilities. The adult fa...
Mar 14
02/07/2022
Ep. 144 – Norm Robillard Ph.D. – Digestive Health
Are you having issues with your digestive system as you grow older? Or maybe you just want to have a better digestive system? In this epi...
Feb 07
11/29/2021
Ep. 129 – Wine Down – Tips and Lessons Learned – Continuous Care Retirement Communities – CCRC
Have you already started the conversation about living through your retirement? If you’re 65 or approaching 65, it is time you start thin...
Nov 29
11/15/2021
Ep. 125 – Jennifer Pilates – How Pilates Can Reform Your Body
Are you ready to reform your body using Pilates? Pilates is good for anyone of any age since it uses body weight and targets the smallest...
Nov 15
11/08/2021
Ep. 123 – Allan Milham – Transition into The Third Act of Life
How do you find a purpose and meaningful productivity after your retirement? We often place all of our identity in the work we do that we...
Nov 08
10/25/2021
Ep. 119 – Wine Down – Tips and Lessons Learned for Retirement Planning
How prepared are you for your retirement? As you get closer to retirement, it is important that you think about how things are going to p...
Oct 25
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