Ep 42 – How To Navigate Open Enrollment
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. For many the open enrollment period is just another email you quickly…
Posts by Mike Eklund
How to Pick The Best Retirement Plan for Your Small Business, Ep# 41
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Picking out a small business retirement plan can be daunting. This is…
Make these Financial Moves in Your 40s – Ep# 40
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Once you hit your 40s, it becomes more important than ever to…
Teaching Your Kids About Money
What is one of the best gifts you can give your children? No, it is not the latest toy or electronic gadget, it’s teaching them sound personal finance skills. As…
Episode 39 – 7 Insider Tips for Picking Your Best College
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. It doesn’t get much more stressful than preparing your child for college.…
Episode 38 – Things You KNOW But Don’t DO
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. You know those things you tell yourself you should do – eat…
Lucky List of 13 Summer Reads, Ep #37
There’s always more to learn when it comes to the world of finance. A great way to squeeze in some extra know-how this summer is through reading. So on this…
Money Can Buy Happiness, Ep# 36
When was the last time you asked yourself: what purchases have I made in the last month that really made me happy? It might sound like a silly question, but…
Episode 35 – How Should I Withdraw My Pension?
How you take your retirement pension can be a more consequential decision than many people realize. The debate over whether to take your pension as a lump sum or as…
Don’t Let These 10 Mistakes Ruin Your Retirement
As a financial planner I see many retirees make smart financial decisions and others make unfortunate, avoidable mistakes. Below is my list of the top 10 retirement mistakes to avoid.…
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We break down some of the most important questions we are asked on a regular basis.