Are You an Above-Average Investor?
Are you an above-average driver? Well, the reality is that ~80% of drivers think they are above average, even though that’s mathematically impossible. And it is not limited to driving,…
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Make the Most Out of Your Open Enrollment Period
It is that time of year again! As we approach the holiday season, many employers will open their employee benefits enrollment period for the year ahead. Are you prepared to…
The Benefits of a Wealth Management Relationship – Part 2, Ep #199
Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us?…
Are You Making These IRA Beneficiary Mistakes? Ep #196
 When was the last time you thought about your IRA beneficiary form? If you’re a Modern Family fan, you should enjoy today’s episode. Today, we’re diving in the mistakes…
Don’t Experience This Retirement Horror Story, Ep #175
This has been a spooky year for stock and bond returns. For those of you who are near, or already in retirement, you may feel like this year is a…
When Retirement Is Derailed by a Terminal Illness, Ep #173
We all have visions of our ideal retirement, and none of them include a terminal illness. However, sometimes life has other plans. Today, we are discussing the top concerns that…
Terminal Illness Checklist
If you have received a diagnosis of advanced stage cancer or another terminal illness, first, we are very sorry to hear that you are going through this. Feelings of overwhelm,…
Surprising Stats about the 4 Stages of Retirement, Ep #169
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…
Ways to Retire More Confidently, Ep #161
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…
Mike Eklund Earns Advanced Wealth Management Certification – Certified Private Wealth Advisor®
Partner and advisor, Mike Eklund, recently earned the Certified Private Wealth Advisor® certification, which is an advanced professional certification for advisors who provide the breadth of specialized skills required to…
