Financial Planning

Ep 29: The Retirement Marathon

May 20, 2021

Getting through retirement is a lot like running a marathon. Are you prepared and ready to go? We’ll explain what you need to do.

Ep 27: Financial Acronym Salad

April 15, 2021

The financial world is full of acronyms that get thrown around for convenience, but the average person doesn’t necessarily know what they all mean. We’ll share what they are and what they mean.

Ep 25: The Jigsaw Puzzle of Retirement

March 18, 2021

To successfully complete a jigsaw puzzle, there are some strategies you’ll want to keep in mind, and many of those same strategies apply to retirement planning.

Ep 24: Why the Final Decade Before Retirement is Crucial

March 4, 2021

When you’re in the red zone in football, you need to capitalize on the opportunities and not make costly mistakes. The same thing goes when you’re in the red zone leading up to your retirement years. We’ll explain why.

Ep 23: How Home Renovation is Like Financial Planning

February 18, 2021

Do ever watch home renovation shows on TV? Well, renovation projects can also apply to your financial life. We’ll explain how.

Ep 21: Financial Goals for 2021

January 21, 2021

“This is the year. I’m going to do (fill in the blank).” How many times have you heard people say that about New Year’s resolutions? Let’s talk about some good financial goals for the New Year and how to make them stick.