Nov 23, 2021
Today we’re answering your mailbag questions. Joel wants to know where to keep his emergency funds. Jackie wants to know how often she should hear from her financial advisor. We’ll also answer questions on generational attitudes, business ownership, long-term care, and helping parents.
Read more and get additional...
Nov 18, 2021
Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you use them (or don’t) in your retirement planning.
Read more and get additional financial information:
Nov 11, 2021
You’ve probably heard the buzzword “risk-averse” before. So, what does it mean? How does this term apply to our retirement plan?
Read more and get additional financial information:
https://www.
What we discuss today:
3:12 – What does risk-averse...
Nov 4, 2021
Sometimes we need to think about retirement in a non-financial way. So today, we'll move away from the financial conversations we usually have and discuss some of the non-financial retirement items we should be thinking about. Join us for this fun conversation.