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First Steps

Putting together a financial plan can be overwhelming. We'll make it a little easier by helping you figure out the first steps. Finally, we'll discuss some assumptions about retirement planning you shouldn't make.

Retirement Planning Myths

There's an almost endless list of retirement planning myths. We'll ty to debunk some of them. We'll also give some advice on market corrections.

What We Wish You Knew

We'll share with you some things we as financial experts wish you knew before your first appointment with an advisor.

It's Just Not That Complicated

Retirement planning doesn't have to be complicated. We'll talk about why some people make it harder than it should be. We'll also talk about his and hers financial planning.

Little White Lies

We explain how retirement planning is a little bit like going to the grocery store. We'll also explore some of the lies we tell ourselves about our finances.

No Excuses!

We'll uncover some of the little white lies found in the financial world. We'll also talk about the excuses people make for their bad financial decisions.

Are You An Optimist Or A Pessimist?

We get a lot of questions about 401(k) accounts. Today, we'll spend some time answering those questions. We'll also determine whether you're an optimist or pessimist when it comes to retirement planning. 

Reality Check

Sometimes, you need to hear the truth when it comes to understanding your retirement. On this edition of the show, you're in for a reality check. We'll also give you some essential tips for income planning.

Retirement Ready

On this edition of the show, we'll talk about being ready for retirement. We'll also teach you everything you need to know about Required Mimimum Distributions. 

Improve Your Approach To Retirement

There's always room for improvement when it comes to your financial strategy. We'll give you some tips for enhancing your approach to retirement and the questions you should be asking a potential advisor.