Episode 62: Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom

The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan.

Kids and grandkids play a crucial role in shaping financial plans. In this episode, we’ll dive into the most common scenarios where future generations influence retirement planning. From funding college educations to creating lasting financial legacies, we’ll explore how to balance your retirement goals with the needs of your family.  

Remember when you were a kid, always asking ‘How do you know?’ about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn’t go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into […]

Next up: uncover the critical mistakes many make when choosing a financial advisor. We’re cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals.

Join us on our latest episode as we dive deep into essential tax-saving strategies for small business owners- from maximizing deductions and exploring valuable tax credits to choosing the right business entity and leveraging depreciation. All to help you minimize your tax burden and optimize your financial health. 

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taking their initial steps into the career field, these major life events come with a handful of financial planning questions. In today’s episode, we’ll share […]

Today we’re talking about retirement income strategies. You’ve saved up, accumulated, a certain level of wealth, now we need to talk about how to turn it into an income stream, and make sure you don’t run out of money in retirement. We also want to talk about some outdated advice as well. Is your retirement […]

On this episode, Carrie and JR discuss financial wellness for women. Including strategies to help them financially in the long run.  FREE Retirement Report Card Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card. We will look at 5 key […]

On this episode, Carrie and Jr Quraishi discuss tax efficient investing strategies. While most people think about what they invest in, they aren’t thinking about how tax implications of those investments can impact their returns overall. 

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement. Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card.  We will look […]