The Rush to Retire Blueprint, Ep #137
 A recent survey discovered that millions of Americans 55 or older are in a rush to retire. The pandemic has many contemplating retiring years earlier than originally imagined after…
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3 Not-So-Obvious Retirement Roadblocks, Ep #136
Have you ever been on your way to an epic summer road trip and then all of a sudden you come upon a roadblock? An unexpected work zone that is…
Our 3 Step Investing Process, Ep #135
What are you investing for? Many say higher or better returns–but higher or better than what? What do those higher returns make possible for you? To have a successful investment…
What to Expect from a Financial Advisor – The 5 C’s, Ep #134
 Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you. Today we’re talking through a list of attributes you should expect when looking…
Tax Planning with the New American Rescue Plan, Ep #133
The American Rescue Plan was recently passed, but do you know all the changes it will bring? You probably already know about the stimulus checks, but you may not know…
How a Financial Advisor Invests Their Money – Cameron Hendricks, Ep #132
It’s always fun to peek behind the curtain and see the strategies and process people use for their decision making. During this conversation, we review some of my core beliefs…
Hidden Financial Mistakes and How to Spot Them, Ep #131
Do you ever wonder about what hidden financial mistakes you are missing? Sometimes our financial mistakes aren’t obvious, so in this episode we are discussing 3 hidden financial mistakes that…
During Stock Market Manias, Ask These 3 Questions, Ep #130
 Stock market manias have an uncanny way of capturing our attention. Not only do they dominate weekly headlines, but create visions of what could be. The most recent example…
Building Wealth by the Decades: One Thing you can do to Ensure Financial Success Ep #129
 What is the most important thing you can do for building wealth? Recently, Jeff Levine (@CPAPlanner) put this question out into the Twitterverse: Question: Other than regularly saving and…
Top Investment Lessons Learned from 2020, Ep #128
From a historically quick bear market to a speedy rebound, 2020 certainly took us on a wild ride. But there is a lot we can learn from this memorable year…
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