Podcast

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 Decide Whether to Take a Pension or a Lump Sum, Ep #220

07/15/2024

Chad Smith and Mike Eklund

One of the retirement questions many wrestle with is whether to take a pension or a lump sum payment. On this episode we flesh out an example from baseball: Did…

Could You Be Spending More in Retirement? Ep #219

07/01/2024

Chad Smith and Cameron Hendricks

Have you ever wondered how much of your retirement savings you may never get to spend? Retirees often struggle to transition from saving to spending. Partly due to the inherent…

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…

What Starting an S-Corp Could Look Like for You, Ep #217

06/03/2024

Chad Smith and Grayson Blazek

Today we’re diving into a specific path that many retirees consider as they move away from the “corporate” world and enter their second act – starting a business. With increased…

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 Approach Planning a Retirement Abroad, Ep #215

05/06/2024

Mike Eklund and Chad Smith

Have you thought about retiring abroad? For many of us, our visions of retirement include extended stays exploring new locations in other countries. Could this or some other idyllic vision…

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…

How to Handle a Forced Early Retirement, Ep #212

03/26/2024