On this episode: During COVID-19 you might be tempted to take the easy way out on some things like getting your legal and financial house in order. But think twice before using a simple online form or free service to handle your most important financial and legal documents. Some really simple mistakes you [...]
On this episode: "Apparently there is nothing that cannot happen today." That's a famous Mark Twain quote and it also seems to perfectly describe life in 2020. What can happen is certainly happening this year. And that's not the only wise and intriguing saying Mark Twain ever had. Let's explore some of Twain's [...]
On this episode: We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic [...]
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 [...]
