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Healthy, Wealthy, & Wise Retirement Podcast

Jul 27, 2021

Today, we talk through a retired couple's situation, highlighting four mistakes they made with their estate planning, and how you can avoid these mistakes yourself. Be sure to stick around to the end and check out our "Beneficiary Visual" in the resources, as we cover a mistake that over half of retirees are making...

Jul 13, 2021

Today, we review 10 distinctions between millionaires and the middle class. More importantly, we discuss what can be learned from each and how you can apply them in your own retirement.

Recognition Quiz

Book- 10 Distinctions Between Millionaires and the Middle Class

Book- Happy Money: The Science of Smarter Spending