Developing Your Retirement Game Plan, Ep #191
What can hockey teach us about pursuing your ideal retirement? As we watched our Carolina Hurricanes progress in the Stanley Cup playoffs, we were reminded of three hockey strategies that…
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Ways to Prevent Taxes from Catching You by Surprise, Ep #190
 Are you the type who loves surprises? One surprise you may not enjoy is having to pay more taxes than you anticipated. Since taxes are a necessary part of…
Smart Financial Decisions for Recent College Graduates, Ep #189
Many of our clients ask for financial books and other resources they can share with their loved ones to improve their financial literacy. When young people are armed with financial…
Intentional Giving: Framing Your Charitable Goals, Ep #188
As you plan to live your ideal retirement, you may want to share your good fortune with others who are less fortunate. Giving is incentivized through the tax code, so…
Financial Planning or Wealth Management? All the Small Things, Ep #187
 Have you ever spent hours trying to fix something that, with the right tools, a professional could fix in five minutes? We’ve all been there. But it’s often difficult…
Strategies for Managing Your Cash, Ep #186
If you’ve been paying attention to the news cycle lately, you may be wondering if your cash is safe. Watching the country’s 16th largest bank collapse has caused people to…
Ways to Improve Financial Outcomes for Women, #185
As International Women’s Day [March 8th] approaches, we wanted to get together to explore ways to improve the financial outcome for women across the globe. The gender wage gap costs…
How Will You Handle Your Retirement Transition? with Susan Bradley, Ep #184
Retirement is one of the most significant changes that you will manage in your life. It takes not just careful financial planning, but also careful life planning as well. Our…
Market Update: What 2022 Could Mean for 2023
What investing lessons from 2022 could help us become a better investor in 2023? Last year’s investing environment included many reasons investors could have used to sell underperforming holdings in…
How Changes to the Secure Act 2.0 Could Affect You, Ep #182
The Secure Act 2.0 was recently passed bringing in hundreds of changes. In today’s show, we focus on the most important changes that impact you. We’ll break down these changes…
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