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 [...]
On this episode: There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings… We'll also answer a listener question about strategies to avoid exposure to [...]
On this episode: Planning isn’t just about preserving and passing on your financial wealth and property in the event of your death or incapacity. When done right, it equates to sharing your family’s stories, values, life lessons, and experiences, so your legacy carries on long after you (and your money) are gone. On [...]
On this episode: Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either… Subscribe to the show: [...]
On this episode: As summer rounds the corner and we start planning vacations and road trips, Carrie has some tips that can also apply to your financial and estate planning future. We'll also find out about Carrie's favorite movies, as well as answer a question from the mailbag about marrying into debt. [...]
On this episode: Most of us enjoy gossiping about celebrities, but today we'll talk about them and learn some really importand do's and don'ts when it comes to estate planning. We'll learn from the mistakes (and good decisions) of celebrities like Paul Walker, Muhammed Ali, Heath Ledger and more. Mary has a great [...]
