On this episode: The $2 trillion coronavirus (COVID-19) economic stimulus bill was signed into law on March 27, 2020 aimed to provide relief and opportunities for individuals and businesses impacted negatively by the current pandemic. On this episode, Carrie will cover some of the key provisions in the bill and how you can [...]
On this episode: Different people have different levels of desire when it comes to finding their retirement date. Let’s explore these different levels of desire, as indicated by the statements people might make, and discuss how we’d help someone at these different levels. Subscribe to the show: [...]
On this episode: Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So, let’s explore some of the possible meanings behind the statement, “I don’t want to retire.” We'll also [...]
On this episode: We spend a lot of time talking about the importance of good financial and legal advice, but today we’re going to discuss some places where you should not be going to get this type of advice. We'll also answer a listener question about the appropriate amount of risk for a [...]
On this episode: Simple mistakes can sometimes lead to larger regrets in retirement. On today’s show, we’ll explore some of the things you can do to avoid living with regret in retirement. Subscribe to the show: Get your free Wealth [...]
On this episode: While there are some factors that are different for everyone in retirement planning, there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants? Subscribe to the show: [...]
On this episode: Very often we see a broker or advisor who’s doing a less than stellar job, but folks continue to work with him or her simply because they feel that he or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why [...]
On this episode: As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s [...]
On this episode: Consider all the time you have spent or will spend building your business – and then consider how much energy you have spent on how to protect it or protect your family from it. Unfortunately, many small business owners don’t give much thought to asset protection until it’s too late [...]
On this episode: "The consequences of this bill will be devastating to people who have worked hard their entire lives, played by the rules, and accumulated significant amounts of money in their IRAs and retirement plans." That's a direct quote from Carrie in this week's program. Congress is in the midst of passing [...]
