Jan 11, 2022
Fees can be a confusing topic for retirees to tackle, and sometimes they feel downright hidden from us- out of sight, out of mind! But the fact of the matter is that fees play a big role in anyone's financial plan, and it's time to have an open and honest discussion about them.
Mentioned on today's show: 12 Questions to...
Dec 28, 2021
Your health plays a major role in achieving true wealth. If we overlook or neglect our health, much of the retirement planning we do is diminished, and it becomes more difficult to achieve our goals- including leaving a lasting impact on future generations.
Today, we lay the groundwork and share a quick story, but...
Dec 14, 2021
How does your faith and your retirement planning intersect? Maybe not at all, and you could be perfectly content with that. Others want to make sure their faith and values are aligned with their retirement planning.
So for this episode, we have a quick book review of Jeff Haanen's writing "An Uncommon Guide...
Nov 30, 2021
Today we ask a series of questions to help you identify some of the "money scripts" you may have grown up with- the stories that make you think about money the way you do.
Next, we ask 3 very important questions that may change the way you view money in your retirement, and it's purpose altogether.
And last, we close up...
Nov 16, 2021
What is tax harvesting and why are so many retirees and financial planners alike failing to implement this into their planning? More importantly, how could a good tax harvesting strategy impact your retirement?
Listen in, as we tackle these questions and much more!
Previous tax-related episode mentioned in today's...