Posts Tagged ‘planning for retirement’
Beneficiary Designations – What You Need to Know
Beneficiary designations are so important. You’ve set up accounts for estate and retirement planning, paid your dues, and you want to be sure that the right person is left these…
Read MoreSeptember 6, 2022 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreHormone Optimization Therapy
Hormone optimization therapy is something we think everyone should know about and understand. This week, we had the pleasure of having Dr. Doug Lucas back on our podcast to discuss…
Read MoreAugust 29, 2022 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreAugust 22, 2022 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreHow Do “I Bonds” Work?
On our Secure Your Retirement podcast, we’ve been having a lot of people ask about something that is all over the news: I Bonds. With the traditional bond market doing…
Read MoreAugust 15, 2022 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreFrugal is Not a Bad Word
Jen Smith of The Frugal Friends podcast was kind enough to sit down with us and discuss something that a lot of people are afraid to say: “They’re frugal.” But…
Read MoreAugust 8, 2022 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreHow Does Medicare Work?
Medicare is such an essential part of retirement planning because you can save for your retirement, but there’s often no way to cover 100% of your medical expenses out of…
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