The Future of Retirement in America
When we look toward the future, what’s ahead? Whether you take more of an optimistic or pessimistic view of things, it’s important to know what to expect. We talk about ... Read more
What’s Your Biggest Financial Fear?
Everybody has fears, so we talk about some of the biggest financial fears people face. Sometimes acknowledging the fear is the best place to start. Alongside an advisor, you can ... Read more
Can’t Get No Satisfaction… Or Can You?
Want to know the secrets to experiencing satisfaction in retirement? Believe it or not, it’s not all about having $10 million in the bank. Nathan shares five key factors that ... Read more
Critical Estate Planning Mistakes You Need to Avoid
When it comes to leaving behind a financial legacy, not everyone makes it a priority. Those that do, however, need to put an estate plan in place that ensures their ... Read more
The Final Decade Before Retirement
In the final 10 years before you retire, what do you need to do in order to make sure you’re ready? Do you know the answers to all of these ... Read more
Retirement Planning and Halloween
For our final Halloween-themed podcast of 2019 will look at the parallels between the holiday and financial planning. Things like costumes, being scared, and superstitions can all be tied into ... Read more
Scary Facts About Retirement
In the spirit of Halloween, we take a look at some of the scariest facts about retirement. From savings to the price of healthcare in retirement, these numbers will open ... Read more
Vacation Planning And Retirement
As we get closer to summer, many people start planning their vacations. But what if we planned for retirement as well as we planned for vacation? Today, we’ll talk through ... Read more
Questions You Should Be Asking Part 02
Last week we began a two-part series outlining the questions you should be asking but probably aren’t as you approach retirement. In part two, we’ll examine the controversial topic of ... Read more