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!