life insurance

Mailbag: Getting Your Spouse on Board, Life Insurance, and More

June 15, 2023 Mailbag, Podcast

It’s time for another mailbag episode! We have an exciting lineup of topics to discuss today. Listen in as we tackle some current questions from our listeners, and you’ll likely gain some invaluable insights to help you make informed financial decisions. Today we will discuss what to do if your life insurance cash value is getting lower, how to get your spouse more involved in finances, and when to walk away from your job, 401(k), and stock options.

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Ep 71: Putting Those Old Accounts to Work

February 16, 2023 Financial Planning, Podcast

If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use. Today we’ll talk about some of the accounts that people tend to ignore…

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Ep 68: The Desire to Retire

January 5, 2023 Podcast

Different people have different levels of desire when it comes to finding their retirement date. Today we’re exploring these different levels of desire. Which of these statements below sounds most like you and your retirement plan? Here’s some of what you’ll learn on this episode: I don’t see myself ever retiring. I love what I…

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Ep 28: Retirement Decisions That Can’t Be Undone

May 6, 2021 Podcast, Retirement Strategy

Some decisions you make are hard to go back to change, and some you can’t change at all. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call.

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Ep 26: Agree or Disagree With These Financial Strategies?

April 1, 2021 Podcast

Should you always pay off your house as soon as you can? Do you need life insurance when you retire? Find out if we agree or disagree with these financial strategies.

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