Dec 15, 2022
We work with a lot of business owners, and a common question we get is about creating an exit plan for when they want to retire or sell their business. This type of financial planning often gets overlooked, but it is so crucial to get right.
There’s not a lot of planning in the financial services industry around...
Dec 1, 2022
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. Today we’re focusing on some of the most common retirement planning questions about taxes.
We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in your tax savings. We’ll...
Nov 17, 2022
Just like the lights on your dashboard can indicate if something is wrong with your car, like low tire pressure or leaking oil, there are indicators in your financial life that might point out that you have a problem that needs to be addressed.
On today’s show, we’ll explain why your net worth, your view...
Nov 3, 2022
Bonds have been a pretty hot topic this year. And, oftentimes, people misunderstand how they work and what role they play in a proper financial plan. On today’s show, we’re addressing some of the misinformation and explaining why this has not been a good year for bonds.
A lot of people consider bonds to be the safe...
Oct 20, 2022
Today we're checking out some headline news. Are the negative news stories as bad as they seem? And how should you react when you read news that could impact your finances?
We’ll give you insight into what is portrayed in the media and what is reality. It’s so hard to get unplugged in 2022. You always have media and...