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Healthy, Wealthy, & Wise Retirement Podcast

Jan 25, 2022

In today's episode, we give you the roadmap for setting and sticking with your goals. The idea of setting goals is something everyone is familiar with, but simply being familiar with something can give us a false sense of expertise. Today, we'll take goal-setting from a concept and convert it into action, with a step by...

Jan 11, 2022

Fees can be a confusing topic for retirees to tackle, and sometimes they feel downright hidden from us- out of sight, out of mind! But the fact of the matter is that fees play a big role in anyone's financial plan, and it's time to have an open and honest discussion about them.

Mentioned on today's show: 12 Questions to...