Oct 27, 2022
We’re opening up the mailbag today to answer your questions. We got a lot of good feedback and had some interesting questions come in.
On today’s show, we’ll share whether you should convert money to a Roth, when not to take Social Security early and how to handle inheritance money.
On today’s show, we’ll...
Oct 20, 2022
On this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print.
On today’s show, we’ll share:
- Why you might get a big rate increase on your long-term care insurance. (3:40)
- Why the fees with annuities can be a lot higher than you thought....
Oct 13, 2022
Interest rates have been top of mind for a lot of us this year. It’s been impossible to ignore. So, what do we need to know about interest rates, and what should we be paying attention to when it comes to this topic?
On today’s show, we’ll explain how interest rates can affect our overall financial plan and us as...
Oct 6, 2022
Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you.
If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. We’ll explain why these elements are so important and how...