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What Questions Should You Be Asking?

People ask us questions about retirement all the time, but there are other questions they should be asking. We'll talk about those un-asked questions as well as popular retirement regrets.

Being Ready To Retire

We'll talk about what it means to be ready to retire as well as why some people aren't. We'll also explain the ins and outs of Required Minimum Distributions.

Common Complaints

We'll explain some of the common complaints we hear potential new clients give about their current situation. We'll also discuss some universal retirement truths.

Bouncing Back From Financial Mistakes

Almost everyone has made investment mistakes at some point. On this edition of the show, we'll talk about how to bounce back from mistakes and avoid making them in the future. We'll also talk about the common financial conflicts among spouses.

Financial Chores

Noboby likes doing their chores, but it's important to keep a clean house. On this edition of the show, we'll show you the value of tidying up your financial life.

Why Your Retirement Is Not A Game Show

Game shows are a lot of fun to watch on television, but when you turn your retirement plan into one, it's probably not a good thing. On this edition of the show, we'll discuss the perils of planning for retirement like you're a TV contestant. We'll also go through some popular social security myths.

Decluttering Your Finances

Have you ever had to clean out a cluttered closet? It's a pain, but feels so good once it's done. On this week's show, we'll use that as a comparison to see what it's like to get decluttered from a financial perspective. And if that's not enough, we'll uncover some of the top money mistakes pre-retirees make and discuss how you can achieve financial independence in retirement.

The "Greatest Generation"

Let's see what we can learn from the folks who are a part of the "Greatest Generation." People from that period of our history did a fine job of embracing sound personal financial concepts, and we can learn a lot about retirement planning from their philosophies toward money. Also, is your financial "advisor" truly an adviser? We'll discuss some of the important things a financial advisor SHOULD do for you as their client, and what you should do if they're not helping in these certain areas.