2021: This Is The Year (No Matter What)
Is this your year to get your financial goals in gear? What are you doing to make it happen? Find out what you should be doing this quarter to keep ... Read more
Understanding The SECURE Act: When Did You Turn 70.5?
Are you right on the edge of taking RMDs and wondering what the recent changes due to the SECURE Act mean for you? We’ll explore the difference a few months ... Read more
New Year Financial Checklist for 2020
You’ve made it through the holidays, laid out your new year resolutions, and now it’s time to check in on your retirement plan. January presents another opportunity to get your ... Read more
Understanding The SECURE Act, Part 3
We’re back to breaking down the SECURE Act once again on the podcast. Back in July, we covered a couple of the provisions under the proposed act like penalty-free distributions ... Read more
Does It Benefit You to Have Multiple Financial Advisors
We’ve been trained to believe that more is better but is that always true in the financial world? Having more than one advisor might seem like a great way to ... Read more
Understanding The SECURE Act, Part 2
The SECURE Act will bring several changes that may impact your retirement planning, and Nathan will go over four more of those provisions. This concludes our two-part series on the ... Read more
Understanding The SECURE Act, Part 1
Recently passed through the House, the SECURE Act has a lot of new retirement implications. You’ll want to hear the next two episodes of the podcast as we break down ... Read more