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Healthy, Wealthy, & Wise Retirement Podcast

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...

Nov 2, 2021

If you didn't already notice, once you are of Medicare age you will start to recognize Medicare marketing everywhere! It can be confusing to most, and just when you think you have it figured out, Medicare can change the rules or insurance companies can change their plans.

One of the questions we hear most often is some...