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…
Podcast
Episode 34 – Finances and Your Family
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. We are so excited to welcome back Cameron Hendricks to the Financial…
Episode 33 – 5 Things to Know Before Investing in Real Estate
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Real estate investing can be tempting for many reasons, but we often…
Teaching Your Kids About Money, Ep #32
Everyone has a unique road to financial literacy. One common trait we all share is that we hope to pass our wisdom on to the next generation, and that they…
Top 10 Retirement Mistakes to Avoid, Ep #31
Saving for retirement often feels like the biggest and most-talked about goal of financial planning. And while there’s a lot that goes into successful retirement planning – healthcare costs, keeping…
Buying A Car, Ep #30
Today we’re talking about one of the larger purchases you can make: buying a car. 90% of consumers say that price is their most important consideration when buying a car, and…
Why Fiduciary Matters, ep #29
The word “fiduciary” is being tossed around a lot lately, largely because of the Department of Labor’s oncoming regulations. To help you understand the importance of these developments, we share what…
Episode 27 – A Financial Advisor’s Top 10 Investment Lessons Learned
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. This article was previously published on USA Today and NerdWallet.com. Have you…
Navigating Elder Care, Ep# 28
For many of us, our parents getting older is a tricky situation to navigate. How do you respectfully offer your help? Ensure they get the best care? How do you know what…
How to Achieve Your New Year’s Resolutions, Ep #26
When it comes to New Years resolutions, are you in the 92% or the 8%? The number’s a bit shocking but science tells us that 92% of people don’t accomplish…
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We break down some of the most important questions we are asked on a regular basis.