Jason and Andy answer questions from listeners on important considerations around year end financial planning.

Jason and Andy discuss getting the most out of your advisor relationship.

Jason Noble and Dale Kelly talk about how Boeing employees can navigate a layoff and what employees need to consider in this situation.

Many seniors, or even younger Americans, are afraid to retire. Given the increase in longevity, it's not surprising that Americans are working longer, but the motivation to stay on the job isn't necessarily financial. A study from Hearts & Wallets, a research firm, reports that “whether households are retired or not has very little to do with investable assets.” However, the downside to delaying retirement is that you may miss out on some of the best years of this stage of life. Jason and Andy discuss why this fear exisit and how to handle it.

Jason and Andy discuss why some people have anxiety when it comes to setting financial goals and how to overcome that fear.

In this episode Jason and Andy discuss the difference between Wealth Managers and Financial Advisors. Both financial advisors and wealth managers can help you design a plan to achieve your financial goals. People with a higher net worth may choose to work with wealth managers, who have specialized knowledge in advanced tax planning, estate planning and sophisticated investing strategies.

Jason and Andy discuss some common planning mistakes that can negatively impact your retirement planning.

Jason and Andy discuss how to determine if your advisor is fit for your needs and, if so, how to leverage their services effectively.

Jason and Andy discuss the proper use of umbrella policies. Umbrella policies can protect your assets by paying large medical and repair bills that a court or your insurance company says you're responsible for paying. Most insurance policies – like home and auto – only pay up to a certain amount for liability coverage. Umbrella policy coverage usually starts around $300,000 and pays up to at least $1 million. Umbrella policies also offer more liability coverage than your home or auto insurance. It might cover for false arrest, defamation, and slander.

Jason and Andy some of the advantages that come from financial college planning with an advisor who understands the process.