Preview Mode Links will not work in preview mode

Healthy, Wealthy, & Wise Retirement Podcast

Sep 24, 2021

Hot off the press! More tax changes appear to be coming quickly. Today, we take a quick look at which of these proposed changes could have the biggest impact to your investing and retirement planning.

About Me

For questions, comments, or to receive your own RETIREMENT READINESS ANALYSIS, you can start with a 2 minute...


Sep 21, 2021

Hiring the right financial advisor can be intimidating. It's tough to know what questions to ask if you're interviewing a new advisor, and it can be equally tough to put your current advisor through the ringer if you've been with them for some time. 

But your retirement is just too important to be left to chance, so...


Sep 7, 2021

Today, I'm sharing a bit longer episode with you, as this is typically a presentation I go over with retirees at an in-person seminar. At the end of our in-person events, we have Q & A time set aside, where you can share your thoughts and ask questions. I encourage you to still do so via my email linked below.

This talk...