Jan 27, 2022
Just like football players don’t want to fumble the ball in the red zone, you don’t want to fumble your finances as you get close to retirement. We’ll explain how to protect your finances.
What we discuss today:
3:54 – What is the financial red zone?
4:45 – Planning in retirement
7:08 – Mistakes
10:21 –...
Jan 20, 2022
We’re answering your mailbag questions, today. Dean wants to know whether to keep working or retire. Claire wonders if she should split her mortgage payments. We’ll also be answering questions on entering the market, generational wealth, and more.
What we discuss today:
1:44 – Working on retiring
3:19 –...
Jan 13, 2022
Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On today’s show, we’ll explain why.
What we discuss today:
2:47 – Importance of financial advisor
5:59 –...
Jan 6, 2022
Today we're sharing five signs that you're in good financial health. It's a good checklist to measure where you stand and whether or not you're in a good position for retirement. How do you measure up?