Are You Sabotaging Your Own Retirement With These Mistakes?
There are so many aspects of our financial life that we can’t control so why would we fail to take care of the things we can? Today we’re going to ... 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
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
A Curious Email Teaches Us About Dividend-Paying Stocks
Join us as we unpack the market’s movement in 2019, learn about the Russell 2000 Index, and take a question from Roger on dividend-paying stocks.
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Mother Knows Best
In honor of Mother’s Day, let’s take some financial lessons from mom. We’ll also try to understand the concept of non-correlated income. Finally we’ll share some uncommon sense.
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Nathan’s Take On Taxes
Hear Nathan’s take on the U.S. tax code situation going forward. Learn about the benefits of working with an independent fiduciary advisor. Finally, watch out for these threats to your ... Read more