Posts by Allison Berger

Wild Retirement Problems, Ep #221

07/30/2024

Some problems are easily solved with a bit of reasoning, logic, or calculations. Other retirement problems, go beyond quantitative thinking. Many decisions surrounding retirement require much deeper consideration and often…

How to Build Prosperity Through Your Perspective, Ep #218

06/17/2024

Chad Smith and Allison Berger

Have you considered how your instincts influence your decision-making around retirement planning? Our natural instincts and biases create frameworks that lead our perspectives on how we think the world…

Ways to thrive financially in the middle years of retirement

Decision Making in the Middle Years of Retirement, Ep #216

05/20/2024

Allison Berger and Chad Smith

Now that you have made it through the retirement danger zone with your financial plan intact, what’s next? This season can be full of opportunities, both personal and financial. At…

How to Prepare for the Retirement Danger Zone, Ep #214

04/23/2024

Chad Smith and Allison Berger

If you are retiring soon, you’ve most likely wondered if your asset allocation is too risky. Some have called the period just before and after retirement the retirement danger zone…

10 Tax Return Surprises You’ll Want to Avoid, Ep #213

04/08/2024

Allison Berger and Chad Smith

After working with hundreds of our clients to prepare their tax returns, we’ve discovered some new tax surprises that if preparing beforehand, could be helpful when completing your tax return…

Tools for Making Better Financial Decisions, Ep #211

03/11/2024

Niamh Douglas and Allison Berger

While most of our listeners are in or on the cusp of retirement, many are equally interested in helping their friends and loved ones in the next generation develop solid…

Turn Your ‘What Ifs’ into ‘What’s Next’ with These Retirement Stepping Stones, Ep #210

02/26/2024

Chad Smith and Allison Berger

Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you’ve worked to build. While much of retirement planning is…

Retirement Plan Horror Stories, Ep #202

10/30/2023

Chad Smith and Allison Berger

There’s so much we can overlook with retirement plans. On this special Halloween-themed episode we’re sharing some retirement plan horror stories to avoid in your own wealth-building journey. Zombie plans…

Could You Use Net Unrealized Appreciation? Ep #201

10/16/2023

Chad Smith and Allison Berger

If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. In this episode, we take…

Should I Roll Over My Retirement Account to an IRA? Ep #200

10/02/2023

Allison Berger and Chad Smith

When it comes to the question of rolling over a 401K or 403B to an IRA, many people fear making mistakes. It’s true, that retirement account mistakes can be costly. On…

Posts by Allison Berger

Wild Retirement Problems, Ep #221

How to Build Prosperity Through Your Perspective, Ep #218

Decision Making in the Middle Years of Retirement, Ep #216

How to Prepare for the Retirement Danger Zone, Ep #214

10 Tax Return Surprises You’ll Want to Avoid, Ep #213

Tools for Making Better Financial Decisions, Ep #211

Turn Your ‘What Ifs’ into ‘What’s Next’ with These Retirement Stepping Stones, Ep #210

Retirement Plan Horror Stories, Ep #202

Could You Use Net Unrealized Appreciation? Ep #201

Should I Roll Over My Retirement Account to an IRA? Ep #200

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