Is Now a Good Time to Invest? Ep #149
 Anxiety-inducing headlines, all-time stock market highs and an economy still recovering from a pandemic, have left many people hesitant to invest their cash savings. None of us can make…
Podcast
Developing a Retirement Withdrawal Strategy, Ep #148
Developing a retirement withdrawal strategy requires a different mindset versus the years you spent accumulating your retirement savings. This is why you need to have a retirement plan in place…
Financial Milestones that Create Opportunities, Ep #146
We all have those milestones in life that we enjoy reflecting on or looking forward to. Graduations, weddings, and births of children are a few that stick out. However, there…
Your Retirement Secret Weapon: The Mega Backdoor Roth, Ep 144
The Mega Backdoor Roth IRA could be the secret weapon you have yet to use in your retirement saving strategy. If you consider yourself a super saver, looking for alternative…
3 Key Areas to Analyze for your Stock Options, Ep #143
Will Holt and Chad Smith
Stock options can be one of the most lucrative benefits of your job, but they can also be a tax land mine. Our resident tax professional, Will Holt, joins us…
The Summer Sprint – Financial Tasks to Complete Before Fall, Ep #142
Compared to 2020, the summer of 2021 has been exciting for most people. Many parts of the country are getting back to normal and there is plenty of fun to…
To Buy or Not to Buy in a Hot Housing Market, Ep #141
With the turbocharged real estate market, buying a house is not as easy as it once was. We’ve all heard stories of houses getting multiple offers, before they are listed…
Choosing the Right Investment Vehicles to Save for Retirement, Ep #140
 So you’ve maxed out your 401k. Now what? It’s at this point where you feel like you’re doing a lot of the right things to save for retirement, but…
Investing for Inflation, Ep #139
 Recent headlines have people thinking more about investing for inflation. It’s the most recent economic worry, but there’s always something to scare or concern investors. Think about the last…
Demystifying What the Biden Tax Plan Could Mean For You, Ep #138
 You may have heard a lot on the news about President Biden’s tax plan. Are you worried about how it will affect you and your tax situation? In this…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.