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Healthy, Wealthy, & Wise Retirement Podcast

Jun 29, 2021

Tax planning plays a critical role in the success or failure of every retiree's plan. With that said, retirees more often than not look in the wrong places for this advice.

Listen in, as we discuss how your CPA and even your financial advisor are likely giving you what we call "rearview mirror tax advice."


Jun 15, 2021

Today, we zip through 7 questions you will need to think through before turning 65 and heading onto Medicare.

Choosing the right agent to work with is important, and if you don't think about this beforehand, you'll likely be caught off-guard with dozens of agents solicitating for your business and trying to earn your...

Jun 1, 2021

Today, we have a shorter show for you that is designed to help those who are wondering if they even need a financial advisor.

Rather than diving into data and studies on the topic, we're keeping this one light, with a quick story to kick us off.

After listening, feel free to take about 2 minutes to complete...