Dec 27, 2022
For this episode, we revisit the structure that it takes to set yourself up for success for the upcoming year. We go through a process that helps you identify what is most important, set promises to yourself, and then most importantly, keep these promises.
Cheers to a great year!
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Dec 13, 2022
For this episode, we address the timely topic of RMDs (Required Minimum Distributions). Listen in, as we dive into 9 questions you should be considering when it comes to your RMD planning.
Often one or two of these are overlooked, so let me know what you think and if you have any to add to our list!
Nov 29, 2022
This episode is a curveball from the typical topics we discuss, as I wrote this one for other financial advisors rather than retirees.
We talk about some of the benefits to starting your own firm, what niche you'd like to serve, how many clients fit on your "bus," what technology makes sense, if the term "fee-only" is...
Nov 14, 2022
On today's episode, I share a few things I’ve learned- some from life experiences, some excerpts from books I’ve read, and others from clients I’ve had the opportunity to learn from over the years.
My goal is to inspire you to brainstorm some of your own lessons learned. Perhaps lessons you would like to pass...
Oct 31, 2022
For many retirees, donating and becoming involved with charities and those in need becomes an important part of their retirement. For some, this is where they find purpose beyond their working years.
While there is likely an endless list of charities that would be worthy of highlighting, today we offer an overview of 5...