Choose Your Own Retirement Adventure – The 4 Types of Retirement Journeys, Ep #170

08/08/2022

Have you ever wondered how your retirement preparations compare with others? This is a common question that we hear as financial advisors. On this episode, we’ll take a look at…

Surprising Stats about the 4 Stages of Retirement, Ep #169

08/02/2022

Chad Smith and Allison Berger

Which retirement stage are you in? Spoiler alert: the stages begin before you are retired. You’ll also be surprised by some of the stats we uncover as we dissect findings…

How to Create a Framework for Navigating Major Financial Decisions, Ep #168

07/11/2022

Chad Smith and Allison Berger

How do you deal with a major financial or life decision? When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating…

During a Market Downturn, Which One of These 4 Typical Investors Are You? Ep #167

06/27/2022

Chad Smith and Mike Eklund

In a bear market, it can be easy to panic and forget that investor behavior drives results more than choosing the right investments. People tend to be their own worst…

Tax Changes to Consider After the Death of a Spouse, Ep #166

06/13/2022

Grayson Blazek and Chad Smith

Most of us believe we’ll always have more time with our spouse, but when that time is cut short, we’re often left with too many questions and not enough answers.…

Why You Need a Professionally Prepared Estate Plan, Ep #165

05/30/2022

Cameron Hendricks

Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you…

Your Game Plan for Volatile Markets, Ep #164

05/16/2022

Chad Smith and Mike Eklund

Stocks are now in a bear market. Rising interest rates mean bonds are having a horrible year. Inflation reached a 40-year high. Headlines like these makes it tough to have…

10 Tax Surprises to Watch Out For, Ep #163

05/01/2022

Chad Smith and Allison Berger

You might have noticed some unexpected surprises when you filed your tax return this year. Since tax planning and preparation is an important part of how we help clients at…

What are the Best Retirement Strategies for Me? Ep #162

04/18/2022

Chad Smith and Cameron Hendricks

Deciding to retire is just the beginning of your retirement decision-making. From tax planning to social security decisions, finding the best strategies for your retirement years requires regular analysis.…

Ways to Retire More Confidently, Ep #161

04/04/2022

Chad Smith and Allison Berger

Many people who listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations! You may have done the hard work to accumulate enough savings…

Podcast

Choose Your Own Retirement Adventure – The 4 Types of Retirement Journeys, Ep #170

Surprising Stats about the 4 Stages of Retirement, Ep #169

How to Create a Framework for Navigating Major Financial Decisions, Ep #168

During a Market Downturn, Which One of These 4 Typical Investors Are You? Ep #167

Tax Changes to Consider After the Death of a Spouse, Ep #166

Why You Need a Professionally Prepared Estate Plan, Ep #165

Your Game Plan for Volatile Markets, Ep #164

10 Tax Surprises to Watch Out For, Ep #163

What are the Best Retirement Strategies for Me? Ep #162

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